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
401
$569K 0.03%
5,965
+63
402
$569K 0.03%
4,848
-31,779
403
$566K 0.03%
12,192
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-305
405
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8,270
-104
406
$558K 0.03%
16,351
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407
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3,316
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408
$555K 0.03%
6,045
-1,403
409
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410
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411
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412
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11,472
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413
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7,020
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414
$536K 0.03%
10,576
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415
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10,040
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4,278
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420
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7,845
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421
$521K 0.03%
209
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422
$521K 0.03%
19,026
+441
423
$520K 0.03%
3,270
-259
424
$520K 0.03%
16,699
-2,037
425
$520K 0.03%
+12,639
15 16
17
18 19