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
601
$202K 0.01%
+2,370
602
$202K 0.01%
+1,860
603
$153K 0.01%
14,097
-3,140
604
$136K 0.01%
+6,084
605
$122K 0.01%
13,530
+980
606
$85K 0.01%
10,733
607
$78K ﹤0.01%
12,600
-30,400
608
$74K ﹤0.01%
+11,330
609
$74K ﹤0.01%
16,000
+3,000
610
$72K ﹤0.01%
11,000
611
$72K ﹤0.01%
17,000
-5,000
612
$55K ﹤0.01%
40,000
613
$55K ﹤0.01%
2,424
614
$52K ﹤0.01%
12,000
615
$43K ﹤0.01%
15,700
616
$34K ﹤0.01%
583
617
$33K ﹤0.01%
+1,914
618
$23K ﹤0.01%
+10,000
619
$7K ﹤0.01%
333
620
– –
-10,576
621
– –
-5,312
622
– –
-40,832
623
– –
-11,141
624
– –
-1,988
625
– –
-3,773
23 24
25
26 27