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
401
$611K 0.03%
6,760
+1,274
402
$608K 0.03%
14,330
+5,996
403
$608K 0.03%
6,041
-130
404
$608K 0.03%
4,821
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405
$602K 0.03%
28,864
+1,353
406
$599K 0.03%
15,148
+2,728
407
$597K 0.03%
10,720
408
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8,033
+2,926
409
$597K 0.03%
15,849
-1,195
410
$595K 0.03%
16,699
411
$594K 0.03%
2,347
+176
412
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1,354
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413
$589K 0.03%
14,157
-318
414
$585K 0.03%
9,714
+186
415
$585K 0.03%
5,301
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416
$584K 0.03%
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417
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418
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117,700
-12,900
419
$578K 0.03%
61,919
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420
$566K 0.03%
2,775
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421
$554K 0.03%
16,148
-31
422
$551K 0.03%
9,391
-2,149
423
$551K 0.03%
5,005
+12
424
$550K 0.03%
5,206
-236
425
$548K 0.03%
10,129
+99
15 16
17
18 19