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
151
$2.87M 0.17%
13,750
-143
152
$2.87M 0.17%
31,337
+123
153
$2.73M 0.16%
26,015
-597
154
$2.71M 0.16%
16,587
+441
155
$2.67M 0.16%
9,631
156
$2.62M 0.15%
6,310
-3
157
$2.62M 0.15%
50,353
-57,999
158
$2.59M 0.15%
42,392
+2,110
159
$2.57M 0.15%
4,522
-198
160
$2.5M 0.15%
21,398
-30,570
161
$2.48M 0.15%
36,172
-6,357
162
$2.46M 0.14%
25,007
+2,815
163
$2.41M 0.14%
45,310
-20,612
164
$2.4M 0.14%
3,598
+78
165
$2.4M 0.14%
14,370
+104
166
$2.39M 0.14%
37,580
-29,845
167
$2.32M 0.14%
+9,129
168
$2.32M 0.14%
46,458
+14,852
169
$2.3M 0.14%
30,896
+3,189
170
$2.3M 0.14%
25,405
+14,140
171
$2.3M 0.14%
21,061
+6,884
172
$2.24M 0.13%
10,847
-27
173
$2.23M 0.13%
69,579
+3,477
174
$2.22M 0.13%
15,273
+2,066
175
$2.16M 0.13%
30,472
+4,417
5 6
7
8 9