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
76
$5.05M 0.3%
32,096
+371
77
$5.05M 0.3%
22,684
-1,046
78
$5.03M 0.3%
18,750
+44
79
$4.99M 0.29%
46,263
+757
80
$4.95M 0.29%
287,360
+2,101
81
$4.94M 0.29%
193,116
+32,144
82
$4.91M 0.29%
33,900
-520
83
$4.86M 0.29%
59,861
+641
84
$4.82M 0.28%
255,822
+38,326
85
$4.79M 0.28%
183,610
+9,470
86
$4.78M 0.28%
53,653
+3,009
87
$4.77M 0.28%
8,409
+119
88
$4.77M 0.28%
1,305,748
89
$4.75M 0.28%
567,089
+54,037
90
$4.72M 0.28%
25,039
-1,137
91
$4.71M 0.28%
13,245
-1,809
92
$4.67M 0.28%
15,483
-217
93
$4.64M 0.27%
16,786
+375
94
$4.63M 0.27%
92,076
-4,299
95
$4.59M 0.27%
64,818
-2,531
96
$4.51M 0.27%
26,031
+1,407
97
$4.5M 0.27%
61,555
+5,908
98
$4.49M 0.26%
7,444
+287
99
$4.43M 0.26%
17,399
+1,123
100
$4.4M 0.26%
111,571
-2,609
2 3
4
5 6