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
101
$5.02M 0.24%
83,212
+22,481
102
$5M 0.24%
26,250
-331
103
$4.99M 0.24%
253,864
-845,887
104
$4.97M 0.24%
43,132
-1,994
105
$4.95M 0.24%
26,425
+5,513
106
$4.91M 0.23%
52,985
+1,468
107
$4.88M 0.23%
49,022
-1,170
108
$4.87M 0.23%
9,631
-2,236
109
$4.8M 0.23%
45,294
-3,085
110
$4.78M 0.23%
61,804
+11,012
111
$4.75M 0.23%
62,870
-704
112
$4.75M 0.23%
82,746
-276
113
$4.71M 0.23%
67,318
-5,838
114
$4.67M 0.22%
19,441
-3,387
115
$4.64M 0.22%
46,184
-795
116
$4.53M 0.22%
38,188
-961
117
$4.51M 0.22%
27,704
-3,468
118
$4.46M 0.21%
192,239
+1,463
119
$4.38M 0.21%
10,898
+1,018
120
$4.37M 0.21%
33,925
-500
121
$4.34M 0.21%
108,449
-2,703
122
$4.33M 0.21%
91,160
-11,328
123
$4.32M 0.21%
19,303
-1,835
124
$4.29M 0.21%
54,595
-1,945
125
$4.19M 0.2%
21,232
+1,874
3 4
5
6 7