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
51
$8.15M 0.39%
101,512
+6,704
52
$8.13M 0.39%
15,440
-520
53
$8.06M 0.39%
68,601
-9,117
54
$7.94M 0.38%
96,862
-1,045
55
$7.87M 0.38%
68,275
+2,577
56
$7.84M 0.37%
34,706
+8,539
57
$7.83M 0.37%
7,637
-12
58
$7.81M 0.37%
20,074
-796
59
$7.78M 0.37%
126,888
+16,174
60
$7.58M 0.36%
302,792
+244,822
61
$7.57M 0.36%
42,602
+208
62
$7.54M 0.36%
301,789
-13,372
63
$7.53M 0.36%
79,687
+201
64
$7.52M 0.36%
23,341
+125
65
$7.51M 0.36%
22,545
-3,365
66
$7.41M 0.35%
44,445
+1,344
67
$7.37M 0.35%
167,579
+73,128
68
$7.35M 0.35%
68,804
-70,602
69
$7.24M 0.35%
27,396
+431
70
$7.03M 0.34%
75,946
+34,689
71
$7.02M 0.34%
271,388
+9,690
72
$6.79M 0.32%
135,536
-4,659
73
$6.74M 0.32%
82,573
-7,308
74
$6.58M 0.31%
7,383
+175
75
$6.53M 0.31%
49,755
+8,087
1 2
3
4 5