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
426
$548K 0.03%
20,813
+3,306
427
$545K 0.03%
5,233
-1,232
428
$545K 0.03%
+10,477
429
$545K 0.03%
1,836
-73
430
$539K 0.03%
+8,247
431
$537K 0.03%
12,105
-500
432
$536K 0.03%
2,277
+379
433
$534K 0.03%
7,753
+511
434
$534K 0.03%
4,261
+333
435
$529K 0.03%
23,500
+12,900
436
$527K 0.03%
12,783
-6
437
$525K 0.03%
+3,642
438
$523K 0.03%
8,846
-213
439
$522K 0.02%
6,443
-205
440
$516K 0.02%
6,068
-3,250
441
$513K 0.02%
4,047
442
$512K 0.02%
10,050
443
$506K 0.02%
8,917
-2,300
444
$505K 0.02%
3,818
+833
445
$505K 0.02%
5,950
-1,249
446
$502K 0.02%
5,711
-70
447
$501K 0.02%
1,007
-6
448
$499K 0.02%
3,222
+3
449
$498K 0.02%
6,093
+28
450
$497K 0.02%
+203,500
16 17
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