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
626
$208K 0.01%
+2,384
627
$205K 0.01%
+5,213
628
$205K 0.01%
4,515
-422
629
$205K 0.01%
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630
$202K 0.01%
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631
$200K 0.01%
+3,484
632
$197K 0.01%
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633
$171K 0.01%
4,132
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634
$167K 0.01%
+13,305
635
$157K 0.01%
13,319
+1,008
636
$152K 0.01%
19,485
+6,485
637
$148K 0.01%
65,720
+48,800
638
$141K 0.01%
10,100
+50
639
$137K 0.01%
+13,575
640
$115K 0.01%
17,113
-2,846
641
$110K 0.01%
10,490
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642
$102K 0.01%
2,830
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643
$92K 0.01%
19,365
+6,455
644
$89.2K 0.01%
10,639
-2,019
645
$78.6K ﹤0.01%
11,713
+1,033
646
$64.4K ﹤0.01%
10,350
647
$60.6K ﹤0.01%
+15,000
648
$54K ﹤0.01%
568
649
$53K ﹤0.01%
+12,157
650
$49.7K ﹤0.01%
11,330
24 25
26
27 28