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
551
$316K 0.02%
+7,576
552
$316K 0.02%
1,571
+63
553
$316K 0.02%
3,857
-58
554
$316K 0.02%
999
555
$315K 0.02%
4,449
+6
556
$313K 0.02%
+10,559
557
$312K 0.01%
1,758
-229
558
$308K 0.01%
+14,052
559
$308K 0.01%
9,089
-2,876
560
$305K 0.01%
12,000
-220
561
$304K 0.01%
2,945
+305
562
$302K 0.01%
2,004
-100
563
$301K 0.01%
3,047
+1
564
$301K 0.01%
5,139
565
$300K 0.01%
1,697
+157
566
$298K 0.01%
3,881
+283
567
$296K 0.01%
281
-4
568
$296K 0.01%
3,887
+91
569
$295K 0.01%
2,529
-268
570
$293K 0.01%
16,040
+1,171
571
$290K 0.01%
7,806
+64
572
$290K 0.01%
2,208
+37
573
$289K 0.01%
3,134
-329
574
$288K 0.01%
14,367
-11,185
575
$288K 0.01%
+4,047
21 22
23
24 25