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
551
$288K 0.02%
+5,200
552
$288K 0.02%
3,350
553
$288K 0.02%
+2,716
554
$287K 0.02%
1,753
-41
555
$286K 0.02%
3,791
-188
556
$286K 0.02%
3,302
557
$286K 0.02%
+9,638
558
$284K 0.02%
2,835
-95
559
$282K 0.02%
9,091
-7,027
560
$282K 0.02%
1,144
-18
561
$280K 0.02%
1,994
-2,799
562
$277K 0.02%
1,948
-20
563
$276K 0.02%
6,104
564
$275K 0.02%
1,449
+126
565
$274K 0.02%
3,574
+58
566
$271K 0.02%
+4,378
567
$270K 0.02%
2,647
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568
$270K 0.02%
5,139
-1,500
569
$269K 0.02%
8,229
+55
570
$268K 0.02%
14,890
-150
571
$267K 0.02%
5,380
+219
572
$266K 0.02%
8,257
573
$264K 0.02%
7,475
-10,516
574
$263K 0.02%
4,152
+780
575
$260K 0.02%
3,672
-1,402
21 22
23
24 25