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
251
$1.42M 0.07%
3,839
-784
252
$1.42M 0.07%
30,022
-588
253
$1.41M 0.07%
7,312
+13
254
$1.4M 0.07%
10,854
-290
255
$1.39M 0.07%
+51,884
256
$1.38M 0.07%
6,422
+548
257
$1.38M 0.07%
57,685
+34,110
258
$1.38M 0.07%
18,228
-2,744
259
$1.36M 0.06%
12,260
+3,622
260
$1.35M 0.06%
14,870
-88
261
$1.34M 0.06%
270
-6
262
$1.33M 0.06%
7,197
-9,318
263
$1.32M 0.06%
8,146
-367
264
$1.32M 0.06%
26,050
-358
265
$1.29M 0.06%
23,963
-431
266
$1.29M 0.06%
31,537
+825
267
$1.28M 0.06%
2,870
+154
268
$1.28M 0.06%
11,271
-1,801
269
$1.28M 0.06%
3,461
-2,481
270
$1.27M 0.06%
43,436
+3,245
271
$1.24M 0.06%
3,080
-673
272
$1.24M 0.06%
33,280
-109
273
$1.23M 0.06%
7,571
-17,403
274
$1.23M 0.06%
3,415
+178
275
$1.22M 0.06%
57,154
-9,187
9 10
11
12 13