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
551
$268K 0.02%
+8,766
552
$268K 0.02%
+3,934
553
$266K 0.02%
1,376
+46
554
$264K 0.02%
+3,916
555
$262K 0.02%
1,691
-4,591
556
$261K 0.02%
4,032
557
$261K 0.02%
10,060
+1,477
558
$257K 0.02%
+8,539
559
$254K 0.02%
1,193
+207
560
$253K 0.01%
6,565
-13,690
561
$253K 0.01%
3,216
-31
562
$251K 0.01%
4,739
-1,254
563
$249K 0.01%
8,866
-2,490
564
$248K 0.01%
+3,245
565
$247K 0.01%
3,947
+179
566
$244K 0.01%
2,273
+88
567
$243K 0.01%
2,127
-396
568
$241K 0.01%
+1,762
569
$238K 0.01%
1,188
+41
570
$235K 0.01%
+4,036
571
$231K 0.01%
11,701
572
$231K 0.01%
2,619
+1
573
$230K 0.01%
+3,953
574
$229K 0.01%
+12,508
575
$229K 0.01%
+10,052
21 22
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