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
576
$285K 0.01%
+881
577
$285K 0.01%
3,737
+16
578
$284K 0.01%
2,154
579
$283K 0.01%
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-10
580
$282K 0.01%
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581
$281K 0.01%
9,888
-6,117
582
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+4,406
583
$280K 0.01%
1,233
-176
584
$275K 0.01%
994
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585
$274K 0.01%
6,316
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586
$274K 0.01%
8,357
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587
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3,655
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588
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2,484
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589
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590
$271K 0.01%
+8,624
591
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592
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594
$268K 0.01%
1,562
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595
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596
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5,336
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597
$267K 0.01%
804
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598
$265K 0.01%
13,076
-19
599
$263K 0.01%
2,235
-1,750
600
$263K 0.01%
+26,435
22 23
24
25 26