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
276
$1.2M 0.06%
11,308
+458
277
$1.2M 0.06%
9,982
-465
278
$1.19M 0.06%
16,316
+161
279
$1.17M 0.06%
4,064
-383
280
$1.16M 0.06%
142
-2
281
$1.15M 0.06%
48,937
+20,443
282
$1.14M 0.05%
64,307
+479
283
$1.14M 0.05%
39,158
+12,021
284
$1.13M 0.05%
27,404
-9,179
285
$1.13M 0.05%
666
-563
286
$1.13M 0.05%
47,402
+5,187
287
$1.1M 0.05%
14,037
-3,546
288
$1.1M 0.05%
10,541
-2,772
289
$1.1M 0.05%
5,430
+300
290
$1.09M 0.05%
14,792
-2,171
291
$1.08M 0.05%
58,607
-7,437
292
$1.07M 0.05%
23,867
-3,758
293
$1.05M 0.05%
5,090
-427
294
$1.04M 0.05%
1,998
+245
295
$1.04M 0.05%
20,239
-413
296
$1.03M 0.05%
4,844
+58
297
$1.02M 0.05%
17,895
+2,176
298
$1.02M 0.05%
3,406
+2,080
299
$1.02M 0.05%
12,406
-367
300
$1.02M 0.05%
4,353
+438
10 11
12
13 14