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
451
$494K 0.02%
4,918
-403
452
$492K 0.02%
1,940
453
$492K 0.02%
14,915
+1,168
454
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455
$490K 0.02%
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456
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12,555
-400
457
$488K 0.02%
8,798
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458
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2,024
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459
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52,096
460
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5,024
461
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8,373
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462
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463
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4,506
465
$475K 0.02%
22,432
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466
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467
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468
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9,452
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6,894
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$463K 0.02%
5,479
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$462K 0.02%
2,623
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473
$459K 0.02%
8,745
+1,462
474
$458K 0.02%
764
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475
$456K 0.02%
1,387
-7
17 18
19
20 21