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
251
$1.23M 0.07%
25,567
+263
252
$1.22M 0.07%
39,357
+3,565
253
$1.2M 0.07%
30,215
-100
254
$1.19M 0.07%
31,764
+2,401
255
$1.19M 0.07%
10,562
-463
256
$1.18M 0.07%
2,596
+588
257
$1.17M 0.07%
27,450
-2,183
258
$1.17M 0.07%
5,162
+86
259
$1.15M 0.07%
66,936
+36
260
$1.15M 0.07%
50,266
-1,063
261
$1.15M 0.07%
13,264
-334
262
$1.14M 0.07%
12,692
-12,742
263
$1.13M 0.06%
5,018
+1,892
264
$1.12M 0.06%
2,505
-101
265
$1.12M 0.06%
27,401
-2,961
266
$1.12M 0.06%
5,088
-334
267
$1.11M 0.06%
21,452
-1,325
268
$1.11M 0.06%
21,530
+15,893
269
$1.1M 0.06%
14,305
-1,534
270
$1.1M 0.06%
2,565
+138
271
$1.09M 0.06%
9,036
+3,790
272
$1.09M 0.06%
31,615
-271
273
$1.09M 0.06%
+38,948
274
$1.08M 0.06%
8,394
+4,010
275
$1.07M 0.06%
8,706
-1,822
9 10
11
12 13