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
201
$1.6M 0.09%
143,980
+11,100
202
$1.59M 0.09%
17,048
-121
203
$1.57M 0.09%
47,908
+18,712
204
$1.56M 0.09%
26,416
+2,412
205
$1.55M 0.09%
10,804
-8,653
206
$1.55M 0.09%
32,473
-13,642
207
$1.55M 0.09%
49,814
-1,248
208
$1.55M 0.09%
4,870
+624
209
$1.52M 0.09%
5,222
-31
210
$1.5M 0.09%
80,910
+5,339
211
$1.49M 0.09%
92,316
+42,400
212
$1.47M 0.09%
19,234
+1,833
213
$1.47M 0.09%
75,386
-5,988
214
$1.46M 0.09%
3,142
+2,246
215
$1.45M 0.09%
30,870
-150
216
$1.41M 0.08%
8,746
+2,876
217
$1.41M 0.08%
28,426
+19,293
218
$1.38M 0.08%
2,813
-16
219
$1.38M 0.08%
7,305
-416
220
$1.38M 0.08%
5,578
-59
221
$1.37M 0.08%
65,091
+1,502
222
$1.34M 0.08%
8,008
-1,870
223
$1.34M 0.08%
12,547
-1,710
224
$1.34M 0.08%
15,703
-1,557
225
$1.33M 0.08%
31,827
+23,903
7 8
9
10 11