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
151
$3.04M 0.18%
47,933
+123
152
$3.04M 0.18%
105,927
+13,406
153
$3.04M 0.17%
78,603
-1,052
154
$3.01M 0.17%
79,146
-4,195
155
$2.98M 0.17%
59,328
-39,035
156
$2.97M 0.17%
13,361
-1,341
157
$2.93M 0.17%
59,872
+8,364
158
$2.86M 0.16%
16,860
+3,057
159
$2.85M 0.16%
34,127
-1,524
160
$2.84M 0.16%
54,297
+1,284
161
$2.83M 0.16%
112,894
+12,362
162
$2.81M 0.16%
43,881
-55,556
163
$2.75M 0.16%
25,255
-33,747
164
$2.74M 0.16%
21,715
+834
165
$2.72M 0.16%
59,398
+5,968
166
$2.68M 0.15%
29,627
-880
167
$2.67M 0.15%
53,130
-1,035
168
$2.62M 0.15%
84,402
-1,312
169
$2.57M 0.15%
50,446
+2,710
170
$2.57M 0.15%
9,343
+73
171
$2.55M 0.15%
12,082
+4,954
172
$2.55M 0.15%
+223,842
173
$2.54M 0.15%
28,787
-32,584
174
$2.53M 0.15%
103,280
+2,100
175
$2.52M 0.15%
49,574
+33,091
5 6
7
8 9