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
126
$3.7M 0.21%
75,160
+2,757
127
$3.67M 0.21%
11,905
+301
128
$3.67M 0.21%
+38,820
129
$3.63M 0.21%
38,886
-1,359
130
$3.62M 0.21%
49,564
-341
131
$3.6M 0.21%
206,508
-1,791
132
$3.59M 0.21%
+54,342
133
$3.57M 0.21%
71,299
-973
134
$3.55M 0.2%
16,688
+390
135
$3.54M 0.2%
75,760
-35,020
136
$3.54M 0.2%
36,326
-2,290
137
$3.54M 0.2%
23,330
-1,632
138
$3.44M 0.2%
+205,044
139
$3.44M 0.2%
54,979
+2,481
140
$3.41M 0.2%
6,983
-706
141
$3.41M 0.2%
19,774
-531
142
$3.35M 0.19%
677,510
+8,620
143
$3.33M 0.19%
4,252
+95
144
$3.28M 0.19%
41,115
+6,903
145
$3.28M 0.19%
+73,392
146
$3.26M 0.19%
43,321
+7,845
147
$3.24M 0.19%
39,744
-8,063
148
$3.23M 0.19%
26,738
+982
149
$3.2M 0.18%
88,059
+4,811
150
$3.05M 0.18%
73,361
-95,886
4 5
6
7 8