IAN

Integrated Advisors Network Portfolio holdings

AUM $2.26B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
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
+$31.6M
2
+$10.1M
3
+$6.85M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.44M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.38M

Top Sells

1
+$33.6M
2
+$29.1M
3
+$7.46M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.64M
5
AAPL icon
Apple
AAPL
+$5.78M

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
576
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$231K 0.01%
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22 23
24
25 26