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
501
$339K 0.02%
5,431
+59
502
$339K 0.02%
1,958
+25
503
$339K 0.02%
1,739
-1,094
504
$339K 0.02%
5,063
505
$337K 0.02%
4,657
+917
506
$336K 0.02%
1,026
-40
507
$335K 0.02%
10,858
-2,154
508
$335K 0.02%
+3,350
509
$330K 0.02%
1,803
+52
510
$329K 0.02%
3,747
-3
511
$329K 0.02%
2,780
+66
512
$328K 0.02%
15,430
513
$327K 0.02%
31,862
-6,310
514
$327K 0.02%
1,117
+291
515
$325K 0.02%
1,989
+153
516
$324K 0.02%
497
-991
517
$321K 0.02%
5,501
+187
518
$321K 0.02%
12,800
-300
519
$319K 0.02%
11,458
-182
520
$318K 0.02%
1,457
+208
521
$318K 0.02%
2,031
+69
522
$318K 0.02%
4,442
+1,311
523
$313K 0.02%
+5,818
524
$309K 0.02%
1,347
+74
525
$308K 0.02%
2,923
-1,065
19 20
21
22 23