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
376
$687K 0.03%
15,619
-1,845
377
$683K 0.03%
13,300
378
$680K 0.03%
1,952
+68
379
$676K 0.03%
15,633
+506
380
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6,945
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381
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10,338
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382
$666K 0.03%
15,080
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383
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384
$660K 0.03%
2,355
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385
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386
$658K 0.03%
7,790
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$653K 0.03%
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388
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20,748
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389
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2,475
-13,868
390
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4,400
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395
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396
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4,509
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397
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5,223
-161
398
$629K 0.03%
5,421
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399
$624K 0.03%
4,368
+101
400
$617K 0.03%
43,483
14 15
16
17 18