IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
1-Year Return
21.59%
This Quarter Return
-1.58%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$1.98B
AUM Growth
-$108M
(-5.2%)
Cap. Flow
-$28.3M
Cap. Flow
% of AUM
-1.43%
Top 10 Holdings %
Top 10 Hldgs %
24.22%
Holding
776
New
89
Increased
246
Reduced
337
Closed
73
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$37.5M |
| 2 |
ProShares UltraShort S&P500
SDS
|
+$29.1M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
+$12.4M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$7.58M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$6.97M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$15.9M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$10.2M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$9.88M |
| 4 |
Amazon
AMZN
|
+$7.98M |
| 5 |
Insulet
PODD
|
+$7.23M |
Sector Composition
| 1 | Technology | 11.45% |
| 2 | Financials | 6.51% |
| 3 | Healthcare | 4.7% |
| 4 | Industrials | 3.92% |
| 5 | Consumer Discretionary | 3.89% |
