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
476
$423K 0.02%
4,797
+149
477
$421K 0.02%
5,049
+576
478
$418K 0.02%
4,927
-729
479
$415K 0.02%
11,568
-817
480
$415K 0.02%
3,690
-149
481
$414K 0.02%
6,501
-2,692
482
$413K 0.02%
36,650
483
$413K 0.02%
5,100
+66
484
$409K 0.02%
14,215
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485
$409K 0.02%
+4,292
486
$404K 0.02%
3,058
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487
$403K 0.02%
7,348
+1,625
488
$399K 0.02%
8,919
+41
489
$397K 0.02%
25,923
+4,380
490
$396K 0.02%
19,806
-3,945
491
$396K 0.02%
15,839
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$394K 0.02%
38,873
-11,500
493
$392K 0.02%
7,990
-2,624
494
$390K 0.02%
9,031
-2,030
495
$388K 0.02%
1,886
-40
496
$384K 0.02%
4,088
-470
497
$383K 0.02%
5,662
-13,950
498
$378K 0.02%
1,827
+32
499
$377K 0.02%
1,918
+28
500
$374K 0.02%
4,975
18 19
20
21 22