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
126
$3.94M 0.19%
27,231
-5,566
127
$3.89M 0.19%
38,302
+7,592
128
$3.87M 0.18%
64,682
-3,011
129
$3.85M 0.18%
51,549
+883
130
$3.85M 0.18%
48,208
+33,678
131
$3.85M 0.18%
11,511
+60
132
$3.83M 0.18%
57,914
+4,358
133
$3.83M 0.18%
15,508
-624
134
$3.75M 0.18%
155,975
+120,299
135
$3.74M 0.18%
68,808
-5,271
136
$3.74M 0.18%
42,305
-718
137
$3.71M 0.18%
71,032
+136
138
$3.71M 0.18%
17,830
-1,166
139
$3.64M 0.17%
+19,399
140
$3.61M 0.17%
18,733
-288
141
$3.54M 0.17%
36,616
+5,371
142
$3.53M 0.17%
59,697
-4,735
143
$3.51M 0.17%
25,197
+7,743
144
$3.48M 0.17%
74,337
-49,454
145
$3.44M 0.16%
8,382
-228
146
$3.42M 0.16%
38,429
-22,003
147
$3.41M 0.16%
29,391
+25,209
148
$3.41M 0.16%
37,330
-2,796
149
$3.4M 0.16%
27,466
-553
150
$3.36M 0.16%
37,760
-1,748
4 5
6
7 8