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
276
$1.07M 0.06%
9,654
-39
277
$1.06M 0.06%
2,184
-165
278
$1.05M 0.06%
179,507
-17,600
279
$1.04M 0.06%
25,825
-57,270
280
$1.04M 0.06%
4,275
+634
281
$1.03M 0.06%
38,316
-23,520
282
$1.03M 0.06%
22,985
+1,614
283
$1.03M 0.06%
15,977
+7,213
284
$1.02M 0.06%
1,955
-107
285
$1.02M 0.06%
15,659
+9,896
286
$1.02M 0.06%
7,531
-18
287
$1.01M 0.06%
48,029
-4,667
288
$1.01M 0.06%
10,331
-2,278
289
$1M 0.06%
42,368
+79
290
$998K 0.06%
14,202
+394
291
$997K 0.06%
48,555
-245
292
$995K 0.06%
4,461
-2
293
$990K 0.06%
+12,735
294
$985K 0.06%
7,542
-156
295
$984K 0.06%
24,556
-1,671
296
$976K 0.06%
3,260
-201
297
$968K 0.06%
35,647
+1,929
298
$962K 0.06%
6,319
+1,127
299
$960K 0.06%
9,835
-1,080
300
$933K 0.05%
3,058
+38
10 11
12
13 14