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
126
$3.5M 0.21%
248,783
+16,470
127
$3.45M 0.2%
4,082
+191
128
$3.44M 0.2%
158,800
+46,000
129
$3.42M 0.2%
+103,828
130
$3.38M 0.2%
19,433
+1,581
131
$3.37M 0.2%
39,741
+2,014
132
$3.34M 0.2%
98,913
-689
133
$3.33M 0.2%
70,393
+1,261
134
$3.28M 0.19%
88,073
+2,638
135
$3.25M 0.19%
58,300
+261
136
$3.19M 0.19%
14,195
+773
137
$3.18M 0.19%
82,113
+14,618
138
$3.18M 0.19%
39,244
-600
139
$3.15M 0.19%
12,204
-997
140
$3.13M 0.18%
55,964
+136
141
$3.12M 0.18%
+80,040
142
$3.12M 0.18%
+11,374
143
$3.11M 0.18%
78,469
+2,055
144
$3.11M 0.18%
16,654
+319
145
$3.09M 0.18%
13,364
-145
146
$3.06M 0.18%
33,018
+12,599
147
$3.05M 0.18%
36,284
+620
148
$3.04M 0.18%
54,790
+7,307
149
$2.96M 0.17%
33,810
-311
150
$2.95M 0.17%
19,021
-3,197
4 5
6
7 8