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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
$1.74B
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
651
$27.4K ﹤0.01%
13,000
652
$22K ﹤0.01%
15,915
653
$17.7K ﹤0.01%
+10,000
654
– –
0
655
$2.64K ﹤0.01%
+11,000
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– –
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– –
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662
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