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
451
$461K 0.03%
1,889
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22,144
-35,096
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3,748
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$427K 0.02%
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$423K 0.02%
50,762
-27
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