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
501
$373K 0.02%
6,107
-392
502
$371K 0.02%
27,284
-151,143
503
$368K 0.02%
13,635
-111
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$367K 0.02%
24,272
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505
$362K 0.02%
7,959
506
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6,946
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507
$360K 0.02%
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508
$353K 0.02%
4,183
-10,100
509
$350K 0.02%
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510
$350K 0.02%
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512
$341K 0.02%
1,959
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513
$341K 0.02%
5,008
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514
$340K 0.02%
1,960
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515
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516
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1,478
519
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10,875
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520
$332K 0.02%
280
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521
$331K 0.02%
1,120
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522
$325K 0.02%
8,925
-1,525
523
$321K 0.02%
2,025
524
$319K 0.02%
4,577
-498
525
$316K 0.02%
5,785
+281
19 20
21
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