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
576
$227K 0.01%
+11,900
577
$226K 0.01%
+3,970
578
$224K 0.01%
+3,056
579
$223K 0.01%
1,924
+309
580
$222K 0.01%
+3,377
581
$222K 0.01%
+6,593
582
$220K 0.01%
3,110
-3,028
583
$220K 0.01%
+415
584
$220K 0.01%
+359
585
$217K 0.01%
9,730
+294
586
$217K 0.01%
+7,333
587
$216K 0.01%
4,072
-13,744
588
$216K 0.01%
+2,521
589
$214K 0.01%
+6,855
590
$213K 0.01%
+13,807
591
$213K 0.01%
+1,100
592
$212K 0.01%
+5,629
593
$212K 0.01%
1,481
-194
594
$211K 0.01%
1,519
-3,352
595
$209K 0.01%
2,089
596
$208K 0.01%
+5,043
597
$204K 0.01%
1,226
-882
598
$204K 0.01%
3,908
-736
599
$204K 0.01%
1,868
-6,547
600
$203K 0.01%
10,838
22 23
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