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
526
$354K 0.02%
8,468
+101
527
$353K 0.02%
745
+56
528
$352K 0.02%
1,844
+600
529
$349K 0.02%
22,855
+29
530
$346K 0.02%
4,621
-430
531
$344K 0.02%
5,038
-89
532
$342K 0.02%
+4,270
533
$340K 0.02%
734
-47
534
$336K 0.02%
6,283
+105
535
$335K 0.02%
1,976
-396
536
$332K 0.02%
6,460
-81
537
$331K 0.02%
+25,072
538
$329K 0.02%
8,120
539
$328K 0.02%
7,068
-2,135
540
$326K 0.02%
3,791
-8,536
541
$326K 0.02%
5,536
+426
542
$323K 0.02%
18,491
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543
$322K 0.02%
+3,353
544
$320K 0.02%
+17,132
545
$320K 0.02%
8,461
+103
546
$320K 0.02%
3,055
+141
547
$319K 0.02%
+2,057
548
$318K 0.02%
1,181
+51
549
$318K 0.02%
13,475
-400
550
$317K 0.02%
8,256
-355
20 21
22
23 24