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
651
$215K 0.01%
16,525
+16
652
$213K 0.01%
+7,105
653
$213K 0.01%
5,351
-86
654
$213K 0.01%
+2,873
655
$210K 0.01%
+6,477
656
$210K 0.01%
+3,386
657
$209K 0.01%
+3,016
658
$208K 0.01%
+8,159
659
$208K 0.01%
+402
660
$207K 0.01%
+2,107
661
$207K 0.01%
2,119
-1,006
662
$205K 0.01%
2,281
-26
663
$205K 0.01%
3,124
-2,138
664
$205K 0.01%
20,727
-366
665
$205K 0.01%
2,538
-55
666
$204K 0.01%
890
-29
667
$203K 0.01%
+686
668
$202K 0.01%
1,083
-4
669
$202K 0.01%
+3,284
670
$201K 0.01%
340
-85
671
$201K 0.01%
+3,470
672
$200K 0.01%
+9,266
673
$186K 0.01%
16,344
-2,901
674
$170K 0.01%
40,435
675
$168K 0.01%
+11,356
25 26
27
28 29