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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$53.8M
2 +$17.1M
3 +$8.49M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$8.49M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$7.91M

Sector Composition

1 Technology 9.5%
2 Healthcare 6.26%
3 Consumer Discretionary 5.28%
4 Industrials 4.88%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$63K ﹤0.01%
10,545
+366
627
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+50,000
628
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$36K ﹤0.01%
15,915
-34,624
630
$27K ﹤0.01%
16,936
631
$20K ﹤0.01%
+13,000
632
$12K ﹤0.01%
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636
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