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
26
$11.2M 0.65%
67,841
+4,581
27
$11.2M 0.65%
87,716
+5,898
28
$11.1M 0.64%
107,040
-8,164
29
$11M 0.64%
136,164
-2,605
30
$10.7M 0.61%
61,414
+16,159
31
$10.6M 0.61%
106,713
+429
32
$10.1M 0.58%
373,668
-5,474
33
$9.92M 0.57%
162,240
+118,237
34
$9.83M 0.57%
121,056
-47,028
35
$9.8M 0.56%
44,476
-10,642
36
$9.68M 0.56%
51,671
+3,533
37
$9.49M 0.55%
30,557
+9,200
38
$9.32M 0.54%
52,286
+1,776
39
$9.28M 0.53%
94,706
-10,604
40
$8.6M 0.5%
81,054
-457
41
$8.56M 0.49%
181,530
-2,097
42
$8.22M 0.47%
77,006
+3,902
43
$7.98M 0.46%
82,560
-5,005
44
$7.96M 0.46%
52,407
-4,338
45
$7.81M 0.45%
150,965
-14,983
46
$7.76M 0.45%
305,988
+14,347
47
$7.71M 0.44%
152,197
-6,938
48
$7.52M 0.43%
13,972
-647
49
$7.48M 0.43%
74,260
-1,763
50
$7.46M 0.43%
62,653
-996
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