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
26
$13.8M 0.66%
47,762
-1,275
27
$13.6M 0.65%
392,407
+7,105
28
$13.5M 0.65%
23,121
-434
29
$12.4M 0.59%
477,005
-5,188
30
$12.1M 0.58%
841,000
-60,000
31
$11.7M 0.56%
53,052
+1,914
32
$11.6M 0.55%
108,666
+22,797
33
$11.5M 0.55%
25,281
-394
34
$11.2M 0.54%
402,441
+18,589
35
$10.8M 0.52%
31,638
-4,353
36
$10.7M 0.51%
15,229
-1,424
37
$10.2M 0.49%
60,597
+2,176
38
$9.81M 0.47%
144,577
-6,355
39
$9.43M 0.45%
94,692
+4,114
40
$9.4M 0.45%
53,641
-12,380
41
$9.31M 0.44%
67,648
+14,816
42
$9.28M 0.44%
210,821
-18,459
43
$9.02M 0.43%
28,550
-57
44
$9.02M 0.43%
62,279
-2,501
45
$9.01M 0.43%
188,318
+4,355
46
$8.89M 0.42%
11,516
-66
47
$8.82M 0.42%
70,120
-7,971
48
$8.75M 0.42%
83,000
-4,844
49
$8.58M 0.41%
35,443
+1,391
50
$8.35M 0.4%
14,574
-731
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