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
501
$413K 0.02%
16,590
+4,503
502
$406K 0.02%
1,595
+44
503
$406K 0.02%
13,235
-2,811
504
$400K 0.02%
4,409
-618
505
$399K 0.02%
+72,605
506
$398K 0.02%
4,979
+4
507
$396K 0.02%
69,600
+18,400
508
$395K 0.02%
5,233
-1,710
509
$395K 0.02%
11,673
+398
510
$394K 0.02%
7,597
-12,876
511
$393K 0.02%
12,189
-1,043
512
$388K 0.02%
10,449
513
$383K 0.02%
5,314
-229
514
$378K 0.02%
14,637
+515
515
$378K 0.02%
13,470
-400
516
$375K 0.02%
6,171
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517
$374K 0.02%
6,657
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518
$373K 0.02%
3,363
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519
$372K 0.02%
4,268
-52
520
$371K 0.02%
1,765
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521
$371K 0.02%
13,934
-180
522
$364K 0.02%
6,920
-44
523
$358K 0.02%
1,732
+278
524
$356K 0.02%
2,190
-1,090
525
$354K 0.02%
4,033
-925
19 20
21
22 23