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
301
$927K 0.05%
10,213
-1,016
302
$927K 0.05%
9,800
+115
303
$920K 0.05%
8,938
304
$916K 0.05%
+16,137
305
$914K 0.05%
144
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306
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26,335
-756,504
307
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6,828
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308
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15,167
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309
$874K 0.05%
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310
$868K 0.05%
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311
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7,316
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312
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313
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14,163
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314
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18,144
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315
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316
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42,678
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319
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30,431
320
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21,374
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321
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24,304
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322
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4,249
-115
323
$810K 0.05%
6,164
+4,463
324
$800K 0.05%
10,792
+213
325
$781K 0.05%
16,152
-2,051
11 12
13
14 15