IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
This Quarter Return
+8.52%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$1.74B
AUM Growth
+$1.74B
(+4.3%)
Cap. Flow
-$27.9M
Cap. Flow
% of AUM
-1.6%
Top 10 Holdings %
Top 10 Hldgs %
21.99%
Holding
719
New
59
Increased
242
Reduced
322
Closed
61
Top Buys
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$33.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$10.7M |
| 3 |
Cambria Shareholder Yield ETF
SYLD
|
$7.23M |
| 4 |
Invesco QQQ Trust
QQQ
|
$5.9M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$5.51M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$33.7M |
| 2 |
ProShares UltraShort S&P500
SDS
|
$25.9M |
| 3 |
eXp World Holdings
EXPI
|
$10.1M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$6.72M |
| 5 |
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% |
