IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
This Quarter Return
+6.9%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$2.08B
AUM Growth
+$2.08B
(+7.3%)
Cap. Flow
+$45.7M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
23.57%
Holding
746
New
70
Increased
279
Reduced
309
Closed
53
Top Buys
| 1 |
Blackstone
BX
|
$29.6M |
| 2 |
ProShares UltraShort S&P500
SDS
|
$22.3M |
| 3 |
Broadcom
AVGO
|
$14.3M |
| 4 |
Insulet
PODD
|
$7.94M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$7.24M |
Top Sells
| 1 |
eXp World Holdings
EXPI
|
$10.4M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$10.4M |
| 3 |
NVIDIA
NVDA
|
$6.52M |
| 4 |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
|
$5.2M |
| 5 |
Cambria Shareholder Yield ETF
SYLD
|
$4.95M |
Sector Composition
| 1 | Technology | 14.4% |
| 2 | Financials | 7.4% |
| 3 | Healthcare | 5.51% |
| 4 | Industrials | 4.83% |
| 5 | Consumer Discretionary | 4.55% |
