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
76
$5.7M 0.33%
260,470
+2,802
77
$5.69M 0.33%
78,470
+8,586
78
$5.61M 0.32%
42,247
-25,266
79
$5.53M 0.32%
11,795
+62
80
$5.52M 0.32%
26,965
+18,748
81
$5.45M 0.31%
108,626
+2,016
82
$5.42M 0.31%
138,114
+25,510
83
$5.41M 0.31%
26,450
+18,951
84
$5.39M 0.31%
104,518
+1,590
85
$5.32M 0.31%
26,727
+6,513
86
$5.28M 0.3%
815,797
-20,008
87
$5.28M 0.3%
27,215
-124
88
$5.2M 0.3%
38,845
+29,955
89
$5.17M 0.3%
28,716
-7,305
90
$5.15M 0.3%
52,017
-2,209
91
$5.07M 0.29%
269,535
92
$5.02M 0.29%
66,324
-3,311
93
$5.01M 0.29%
44,223
-1,204
94
$4.96M 0.29%
46,281
-2,557
95
$4.9M 0.28%
63,408
-2,033
96
$4.86M 0.28%
7,029
+5,107
97
$4.86M 0.28%
89,253
+1,244
98
$4.83M 0.28%
22,884
-551
99
$4.78M 0.28%
55,246
+34,606
100
$4.76M 0.27%
16,683
+2,149
2 3
4
5 6