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
351
$765K 0.04%
13,566
+1,967
352
$763K 0.04%
31,752
353
$758K 0.04%
7,558
+3,850
354
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31,929
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355
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29,452
-8,575
356
$745K 0.04%
29,494
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357
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358
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359
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12,135
-6,487
360
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361
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22,232
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362
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2,474
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363
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364
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34,500
+8,100
365
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368
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3,095
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14,109
-281
373
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13,549
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7,721
-182
375
$689K 0.03%
14,402
-278
13 14
15
16 17