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
176
$2.47M 0.14%
35,658
-1,658
177
$2.46M 0.14%
33,120
-8,756
178
$2.45M 0.14%
9,631
179
$2.43M 0.14%
21,013
+211
180
$2.42M 0.14%
27,019
-693
181
$2.32M 0.13%
29,363
+3,563
182
$2.32M 0.13%
21,556
-3,705
183
$2.26M 0.13%
66,454
-5,821
184
$2.25M 0.13%
5,108
+147
185
$2.25M 0.13%
182,741
+4,001
186
$2.22M 0.13%
19,501
-2,817
187
$2.2M 0.13%
23,321
-2
188
$2.17M 0.12%
51,737
+2,298
189
$2.15M 0.12%
14,393
+1,550
190
$2.14M 0.12%
23,941
-2,592
191
$2.13M 0.12%
7,128
-306
192
$2.12M 0.12%
57,777
+3,680
193
$2.1M 0.12%
22,218
-932
194
$2.08M 0.12%
17,456
-2,208
195
$2.05M 0.12%
8,213
+256
196
$2.04M 0.12%
19,006
+3,758
197
$2.03M 0.12%
11,336
-2,029
198
$2.01M 0.12%
5,840
+10
199
$1.94M 0.11%
57,439
+8,852
200
$1.93M 0.11%
33,450
+154
6 7
8
9 10