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
626
$237K 0.01%
1,765
-53
627
$236K 0.01%
1,650
+10
628
$236K 0.01%
6,515
629
$236K 0.01%
+4,379
630
$235K 0.01%
+7,021
631
$233K 0.01%
4,058
+152
632
$232K 0.01%
3,392
-1,770
633
$232K 0.01%
+1,494
634
$232K 0.01%
1,361
635
$231K 0.01%
1,461
+128
636
$230K 0.01%
+7,881
637
$230K 0.01%
+5,502
638
$229K 0.01%
1,495
-472
639
$225K 0.01%
+805
640
$224K 0.01%
+1,199
641
$222K 0.01%
7,480
+4
642
$221K 0.01%
2,213
643
$221K 0.01%
2,360
644
$221K 0.01%
+4,236
645
$220K 0.01%
3,598
-166
646
$220K 0.01%
4,359
-3,289
647
$219K 0.01%
3,865
+404
648
$218K 0.01%
+4,300
649
$217K 0.01%
10,289
+88
650
$216K 0.01%
4,258
-1,214
24 25
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