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
51
$7.35M 0.43%
79,224
+3,762
52
$7.1M 0.42%
82,989
+2,103
53
$7.01M 0.41%
53,096
+6,486
54
$6.73M 0.4%
98,118
+6,847
55
$6.72M 0.4%
32,863
+6,698
56
$6.66M 0.39%
47,272
+12,410
57
$6.5M 0.38%
30,334
+117
58
$6.48M 0.38%
24,490
+386
59
$6.31M 0.37%
80,213
-57,359
60
$6.27M 0.37%
34,270
-156
61
$6.23M 0.37%
24,742
+182
62
$6.17M 0.36%
6,738
+60
63
$6.16M 0.36%
82,510
-10,648
64
$6.07M 0.36%
118,889
+5,815
65
$5.86M 0.35%
286,304
+36,896
66
$5.85M 0.35%
118,340
-4,458
67
$5.8M 0.34%
92,971
+8,043
68
$5.53M 0.33%
18,510
+1,161
69
$5.52M 0.33%
60,272
+6,308
70
$5.36M 0.32%
46,114
+1,165
71
$5.32M 0.31%
21,580
-243
72
$5.25M 0.31%
60,993
+1,020
73
$5.2M 0.31%
21,302
+659
74
$5.18M 0.31%
75,868
-4,288
75
$5.16M 0.3%
14,361
+248
1 2
3
4 5