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
51
$7.23M 0.42%
386,112
-15,672
52
$7.04M 0.41%
75,775
+45,163
53
$7.02M 0.4%
20,594
+41
54
$6.98M 0.4%
151,209
-11,562
55
$6.74M 0.39%
33,518
-2,310
56
$6.71M 0.39%
15,065
-1,388
57
$6.49M 0.37%
260,190
+26,650
58
$6.45M 0.37%
56,353
+30,694
59
$6.41M 0.37%
16,303
-596
60
$6.41M 0.37%
102,020
+1,318
61
$6.35M 0.37%
13,202
+970
62
$6.29M 0.36%
25,823
-428
63
$6.27M 0.36%
46,546
+981
64
$6.2M 0.36%
39,392
-22,643
65
$6.16M 0.35%
29,704
-547
66
$6.1M 0.35%
101,329
+23,804
67
$6.06M 0.35%
21,105
+3,559
68
$6.03M 0.35%
61,795
+43,983
69
$5.97M 0.34%
27,102
-235
70
$5.96M 0.34%
69,814
-5,230
71
$5.95M 0.34%
12,935
-226
72
$5.93M 0.34%
54,799
-1,798
73
$5.89M 0.34%
24,790
-2,737
74
$5.87M 0.34%
50,852
-37,048
75
$5.85M 0.34%
59,717
-1,621
1 2
3
4 5