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
101
$4.53M 0.26%
+41,456
102
$4.44M 0.26%
190,666
+475
103
$4.44M 0.26%
61,141
+14,017
104
$4.41M 0.25%
28,207
+1,038
105
$4.31M 0.25%
146,286
-1,744
106
$4.3M 0.25%
19,049
-245
107
$4.3M 0.25%
37,749
+35,685
108
$4.29M 0.25%
+86,025
109
$4.23M 0.24%
93,299
+1,362
110
$4.19M 0.24%
21,530
-2,888
111
$4.19M 0.24%
97,314
-3,422
112
$4.18M 0.24%
14,330
+11,405
113
$4.14M 0.24%
14,738
-14,872
114
$4.13M 0.24%
77,622
+65,692
115
$4.13M 0.24%
22,263
+2,604
116
$4.11M 0.24%
117,169
-18,859
117
$4.1M 0.24%
66,344
+4,878
118
$4.1M 0.24%
22,148
-322
119
$4.04M 0.23%
39,233
+20,306
120
$3.99M 0.23%
+101,499
121
$3.95M 0.23%
52,319
-36,829
122
$3.9M 0.22%
83,060
+71,227
123
$3.79M 0.22%
26,670
+1,220
124
$3.77M 0.22%
11,438
+7,840
125
$3.77M 0.22%
18,182
+10,007
3 4
5
6 7