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
$2.09B
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$9.92M
3
+$6.13M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.6M
5
AAPL icon
Apple
AAPL
+$3.99M

Top Sells

1
+$16.6M
2
+$9.23M
3
+$7.96M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.54M
5
COTY icon
Coty
COTY
+$5.68M

Sector Composition

1 Technology 14.92%
2 Financials 8.34%
3 Consumer Discretionary 4.97%
4 Industrials 4.48%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.65M 0.08%
5,698
-160
227
$1.65M 0.08%
23,469
-6,178
228
$1.62M 0.08%
31,069
-374
229
$1.62M 0.08%
4,772
-464
230
$1.61M 0.08%
1,273
-100
231
$1.59M 0.08%
28,152
+2,707
232
$1.59M 0.08%
30,711
-148
233
$1.58M 0.08%
20,417
-663
234
$1.58M 0.08%
27,034
+1,056
235
$1.55M 0.07%
20,518
+1,911
236
$1.55M 0.07%
55,824
+357
237
$1.54M 0.07%
31,440
-73,318
238
$1.53M 0.07%
57,770
-6,244
239
$1.53M 0.07%
2,689
-22
240
$1.51M 0.07%
8,489
+561
241
$1.5M 0.07%
6,411
+2,357
242
$1.5M 0.07%
5,930
+45
243
$1.5M 0.07%
5,126
+23
244
$1.49M 0.07%
65,499
+384
245
$1.47M 0.07%
16,566
+1,547
246
$1.47M 0.07%
4,899
-233
247
$1.44M 0.07%
5,678
+352
248
$1.44M 0.07%
28,970
+41
249
$1.44M 0.07%
15,489
-7,519
250
$1.44M 0.07%
+30,015
8 9
10
11 12