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
1
$77.8M 4.59%
2,310,370
+321,969
2
$65.1M 3.84%
136,492
+13,142
3
$40.1M 2.36%
225,764
+2,986
4
$35.5M 2.09%
1,317,408
-280,623
5
$28.2M 1.66%
83,714
-2,953
6
$27.3M 1.61%
234,656
+86,330
7
$26.4M 1.56%
66,293
+5,282
8
$26.3M 1.55%
60,325
+1,735
9
$22.9M 1.35%
133,617
+13,374
10
$22.6M 1.33%
135,640
+2,240
11
$21.8M 1.29%
45,950
-2,684
12
$21.3M 1.25%
375,640
+14,240
13
$20.8M 1.23%
185,543
-63,054
14
$19.2M 1.13%
1,224,000
15
$18.7M 1.1%
128,840
+3,980
16
$18.3M 1.08%
621,940
-14,350
17
$18M 1.06%
+600,664
18
$16.9M 1%
70,175
-5,246
19
$16.9M 0.99%
156,965
+36,181
20
$15.7M 0.93%
205,558
+57,628
21
$14.7M 0.87%
232,297
+3,560
22
$14.3M 0.84%
41,839
+41,271
23
$14.2M 0.84%
34,289
-199
24
$13.7M 0.81%
38,970
+2,505
25
$13.5M 0.8%
555,000
+15,057
1
2 3 4 5