IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.1M
3
+$11.2M
4
EXPI icon
eXp World Holdings
EXPI
+$10.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$10M

Top Sells

1
+$7.56M
2
+$7.07M
3
+$4.51M
4
STX icon
Seagate
STX
+$4.22M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.58M

Sector Composition

1 Technology 10.7%
2 Real Estate 6.32%
3 Consumer Discretionary 6.23%
4 Financials 5.57%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 0.78%
83,684
+257
27
$13.2M 0.78%
123,021
+3,227
28
$13.2M 0.78%
63,689
+182
29
$12M 0.71%
215,411
-42,196
30
$11.2M 0.66%
+205,750
31
$10.5M 0.62%
361,442
+5,151
32
$10.4M 0.61%
193,087
+4,541
33
$10.3M 0.61%
76,354
+2,474
34
$10.3M 0.61%
201,908
+11,714
35
$9.56M 0.56%
28,434
+598
36
$9.53M 0.56%
52,388
+4,377
37
$9.44M 0.56%
116,744
+2,387
38
$9.05M 0.53%
70,072
+2,494
39
$8.82M 0.52%
51,568
+412
40
$8.79M 0.52%
225,212
+90,261
41
$8.73M 0.51%
76,201
-4,202
42
$8.61M 0.51%
75,497
-11,299
43
$8.59M 0.51%
17,110
-231
44
$8.59M 0.51%
29,360
-180
45
$8.29M 0.49%
130,805
+1,179
46
$8.09M 0.48%
24,357
+589
47
$8.05M 0.48%
68,639
+39,752
48
$7.92M 0.47%
25,901
+21,489
49
$7.77M 0.46%
79,154
+11,018
50
$7.69M 0.45%
44,243
+20,880
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