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
151
$3.3M 0.16%
46,909
-1,651
152
$3.26M 0.16%
35,537
+225
153
$3.25M 0.16%
62,505
-1,665
154
$3.25M 0.16%
18,861
-2,106
155
$3.24M 0.16%
52,108
-2,121
156
$3.2M 0.15%
12,289
-12,684
157
$3.16M 0.15%
52,137
-12,340
158
$3.13M 0.15%
13,655
-478
159
$3.05M 0.15%
9,131
160
$3.01M 0.14%
17,033
-2,520
161
$2.96M 0.14%
63,966
-3,490
162
$2.95M 0.14%
58,117
+19,265
163
$2.93M 0.14%
38,760
+8,698
164
$2.93M 0.14%
22,206
+3,007
165
$2.91M 0.14%
15,730
+11,344
166
$2.9M 0.14%
10,503
-9,739
167
$2.89M 0.14%
18,801
-1,552
168
$2.81M 0.13%
60,860
-1,427
169
$2.76M 0.13%
66,255
-3,416
170
$2.69M 0.13%
78,210
+63,960
171
$2.66M 0.13%
18,015
+218
172
$2.66M 0.13%
22,009
+186
173
$2.65M 0.13%
21,624
+16,010
174
$2.65M 0.13%
54,012
+249
175
$2.63M 0.13%
43,638
+10
5 6
7
8 9