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
76
$6.37M 0.3%
65,719
-5,281
77
$6.35M 0.3%
74,144
+129
78
$6.22M 0.3%
45,129
-6,544
79
$6.08M 0.29%
269,495
80
$6.07M 0.29%
104,708
+13,662
81
$6.04M 0.29%
125,489
+53,950
82
$6.02M 0.29%
148,001
+13,816
83
$5.99M 0.29%
66,331
-549
84
$5.95M 0.28%
82,760
-21,939
85
$5.86M 0.28%
26,123
+9,902
86
$5.83M 0.28%
16,585
+7,975
87
$5.82M 0.28%
100,035
+46,116
88
$5.82M 0.28%
74,603
-20,992
89
$5.8M 0.28%
62,768
-33,187
90
$5.8M 0.28%
6,147
-809
91
$5.58M 0.27%
51,889
-30,583
92
$5.49M 0.26%
113,515
+33,964
93
$5.46M 0.26%
11,243
-763
94
$5.4M 0.26%
177,244
+16,344
95
$5.38M 0.26%
75,089
-1,999
96
$5.32M 0.25%
214,115
+10,281
97
$5.21M 0.25%
12,256
+4,140
98
$5.15M 0.25%
22,570
+1,755
99
$5.12M 0.24%
28,695
-650
100
$5.12M 0.24%
137,847
-1,344
2 3
4
5 6