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
176
$2.16M 0.13%
9,565
+1,577
177
$2.16M 0.13%
27,482
-371
178
$2.14M 0.13%
5,893
-323
179
$2.14M 0.13%
69,640
-118
180
$2.13M 0.13%
28,043
+3,607
181
$2.13M 0.13%
44,097
-45,177
182
$2.11M 0.12%
17,201
+1,504
183
$2.1M 0.12%
12,262
-1,510
184
$2.08M 0.12%
40,490
-4,592
185
$2.07M 0.12%
31,392
+5,208
186
$2M 0.12%
95,501
-3,516
187
$2M 0.12%
63,600
+19,976
188
$1.99M 0.12%
277,940
+60,690
189
$1.96M 0.12%
29,510
+90
190
$1.96M 0.12%
16,970
+4,664
191
$1.86M 0.11%
32,669
+9,432
192
$1.86M 0.11%
69,426
+2,082
193
$1.84M 0.11%
6,199
-4
194
$1.83M 0.11%
35,413
+27,855
195
$1.8M 0.11%
84,677
-2,091
196
$1.76M 0.1%
5,494
+262
197
$1.73M 0.1%
7,601
+151
198
$1.72M 0.1%
33,462
-2,353
199
$1.63M 0.1%
91,023
+39,850
200
$1.61M 0.1%
17,302
+104
6 7
8
9 10