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
$1.74B
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$10.7M
3
+$7.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.9M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.51M

Top Sells

1
+$33.7M
2
+$25.9M
3
+$10.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.72M
5
NVDA icon
NVIDIA
NVDA
+$6.56M

Sector Composition

1 Technology 13.4%
2 Healthcare 5.49%
3 Financials 5.35%
4 Industrials 5.26%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55M 0.09%
34,217
+6,188
227
$1.54M 0.09%
24,225
-2,610
228
$1.51M 0.09%
9,248
-565
229
$1.51M 0.09%
78,347
+1,580
230
$1.5M 0.09%
13,419
-28,426
231
$1.49M 0.09%
3,120
+65
232
$1.47M 0.08%
13,596
+536
233
$1.47M 0.08%
62,190
-1,299
234
$1.46M 0.08%
14,083
+68
235
$1.45M 0.08%
13,108
-404
236
$1.43M 0.08%
11,815
-1,513
237
$1.4M 0.08%
3,457
+179
238
$1.39M 0.08%
15,410
-110
239
$1.37M 0.08%
38,720
+8,929
240
$1.35M 0.08%
21,029
-3,308
241
$1.33M 0.08%
37,284
+2,410
242
$1.31M 0.08%
23,423
-2,107
243
$1.31M 0.08%
91,201
+6,137
244
$1.3M 0.07%
2,316
+927
245
$1.28M 0.07%
5,108
-233
246
$1.27M 0.07%
79,826
-26,293
247
$1.26M 0.07%
9,112
-122
248
$1.25M 0.07%
+24,756
249
$1.25M 0.07%
12,426
+620
250
$1.25M 0.07%
16,784
-465
8 9
10
11 12