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
476
$376K 0.02%
1,067
+61
477
$371K 0.02%
8,003
+1,171
478
$369K 0.02%
16,810
+2,576
479
$368K 0.02%
14,248
-3,236
480
$368K 0.02%
14,705
-598
481
$366K 0.02%
2,026
-499
482
$365K 0.02%
5,046
+395
483
$363K 0.02%
+1,330
484
$362K 0.02%
2,243
+227
485
$358K 0.02%
1,412
-138
486
$355K 0.02%
7,450
+500
487
$355K 0.02%
17,412
-4,079
488
$355K 0.02%
6,533
+5
489
$354K 0.02%
+6,038
490
$352K 0.02%
67,822
-1,763
491
$352K 0.02%
4,183
+864
492
$350K 0.02%
2,708
-152
493
$349K 0.02%
2,294
-2,459
494
$348K 0.02%
2,307
+11
495
$348K 0.02%
970
+124
496
$345K 0.02%
6,081
-927
497
$344K 0.02%
12,979
-8,654
498
$344K 0.02%
5,732
-109
499
$343K 0.02%
8,977
+898
500
$340K 0.02%
+5,793
18 19
20
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