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
526
$307K 0.02%
1,923
+217
527
$304K 0.02%
14,653
+942
528
$303K 0.02%
+12,593
529
$301K 0.02%
+5,779
530
$298K 0.02%
3,827
+584
531
$298K 0.02%
5,504
532
$298K 0.02%
6,999
-242
533
$296K 0.02%
19,600
534
$294K 0.02%
2,868
+71
535
$293K 0.02%
4,340
+789
536
$292K 0.02%
5,764
537
$290K 0.02%
40,435
538
$287K 0.02%
1,021
-57
539
$282K 0.02%
2,326
+24
540
$282K 0.02%
10,688
-328
541
$282K 0.02%
3,102
+137
542
$278K 0.02%
1,744
-481
543
$278K 0.02%
22,300
-3,100
544
$276K 0.02%
5,285
-637
545
$276K 0.02%
4,998
+300
546
$274K 0.02%
34,210
547
$272K 0.02%
10,755
-400
548
$271K 0.02%
8,102
+21
549
$270K 0.02%
+10,445
550
$268K 0.02%
6,771
-240
20 21
22
23 24