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
301
$1M 0.05%
20,606
-5,246
302
$1M 0.05%
14,900
+11,478
303
$1M 0.05%
31,932
+1,054
304
$993K 0.05%
23,725
+13,887
305
$983K 0.05%
17,388
-1,550
306
$981K 0.05%
20,495
-389
307
$972K 0.05%
5,830
-32
308
$970K 0.05%
2,067
+91
309
$957K 0.05%
19,169
+1,234
310
$952K 0.05%
9,141
-2,912
311
$939K 0.04%
1,490
-3
312
$929K 0.04%
19,963
-311
313
$918K 0.04%
3,067
+41
314
$910K 0.04%
20,843
-2,299
315
$908K 0.04%
27,836
-63,154
316
$906K 0.04%
1,441
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317
$905K 0.04%
5,514
-200
318
$904K 0.04%
3,772
-365
319
$900K 0.04%
8,149
+4,090
320
$900K 0.04%
43,628
+25,829
321
$897K 0.04%
9,288
+869
322
$893K 0.04%
20,605
323
$890K 0.04%
278
324
$884K 0.04%
3,092
-332
325
$871K 0.04%
1,369
-89
11 12
13
14 15