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
101
$4.4M 0.26%
33,982
-610
102
$4.4M 0.26%
45,287
+2,618
103
$4.39M 0.26%
75,444
+659
104
$4.35M 0.26%
31,050
-87
105
$4.3M 0.25%
32,441
+2,596
106
$4.22M 0.25%
29,993
+1,004
107
$4.22M 0.25%
20,952
-577
108
$4.18M 0.25%
44,657
+2,626
109
$4.04M 0.24%
18,646
-2,166
110
$3.99M 0.24%
59,984
-1,927
111
$3.96M 0.23%
+32,718
112
$3.95M 0.23%
37,356
+15,506
113
$3.86M 0.23%
203,622
+12,168
114
$3.84M 0.23%
44,102
+8,039
115
$3.82M 0.23%
19,415
+39
116
$3.77M 0.22%
63,770
-2,692
117
$3.74M 0.22%
32,254
-1,029
118
$3.72M 0.22%
77,671
+27,317
119
$3.69M 0.22%
21,004
-169
120
$3.65M 0.22%
50,909
-465
121
$3.64M 0.21%
+15,949
122
$3.63M 0.21%
81,520
+5,545
123
$3.58M 0.21%
44,241
-577
124
$3.56M 0.21%
+68,032
125
$3.51M 0.21%
36,816
+1,830
3 4
5
6 7