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
326
$865K 0.04%
41,071
-1,653
327
$862K 0.04%
11,932
-53,888
328
$858K 0.04%
8,168
+37
329
$857K 0.04%
11,199
+5,791
330
$853K 0.04%
10,135
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331
$850K 0.04%
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-303
332
$847K 0.04%
26,214
-1,513
333
$846K 0.04%
25,443
+3,614
334
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3,409
-325
335
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+4,141
336
$838K 0.04%
23,304
-1,172
337
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14,160
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338
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61,250
+17,100
339
$831K 0.04%
3,910
-1
340
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341
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16,020
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344
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13,482
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345
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16,370
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346
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1,504
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347
$782K 0.04%
9,001
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348
$780K 0.04%
18,146
+1,159
349
$777K 0.04%
+11,447
350
$767K 0.04%
49,774
-2,599
12 13
14
15 16