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
476
$451K 0.02%
5,220
-171
477
$450K 0.02%
1,559
-111
478
$450K 0.02%
5,902
+349
479
$448K 0.02%
1,738
-49
480
$448K 0.02%
3,681
+187
481
$447K 0.02%
1,623
+63
482
$445K 0.02%
8,972
+760
483
$445K 0.02%
14,486
-4,250
484
$442K 0.02%
4,273
-2,199
485
$439K 0.02%
18,084
+266
486
$434K 0.02%
16,577
+2,047
487
$430K 0.02%
+4,522
488
$428K 0.02%
2,928
-125
489
$428K 0.02%
2,613
-543
490
$426K 0.02%
9,064
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491
$425K 0.02%
4,022
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492
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2,734
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493
$422K 0.02%
6,447
-37,163
494
$422K 0.02%
3,391
+154
495
$422K 0.02%
11,081
-2,951
496
$422K 0.02%
4,139
-166
497
$418K 0.02%
3,580
-33
498
$418K 0.02%
4,929
+1,345
499
$415K 0.02%
4,934
-17,798
500
$414K 0.02%
9,663
+1
18 19
20
21 22