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
176
$2.63M 0.13%
17,268
-2,869
177
$2.62M 0.13%
21,340
-4,030
178
$2.59M 0.12%
5,824
-103
179
$2.56M 0.12%
32,525
+3,056
180
$2.54M 0.12%
50,180
+84
181
$2.51M 0.12%
+57,387
182
$2.48M 0.12%
32,795
+2,429
183
$2.43M 0.12%
45,821
+18,410
184
$2.42M 0.12%
27,757
-16,305
185
$2.38M 0.11%
32,142
+4,421
186
$2.37M 0.11%
64,286
+8,056
187
$2.36M 0.11%
47,590
-2,777
188
$2.35M 0.11%
21,089
-248
189
$2.35M 0.11%
11,935
-259
190
$2.31M 0.11%
5,453
+1,764
191
$2.3M 0.11%
158,340
+19,066
192
$2.28M 0.11%
19,698
-276
193
$2.27M 0.11%
88,054
-9,993
194
$2.27M 0.11%
45,800
+8,097
195
$2.26M 0.11%
117,185
-17,547
196
$2.25M 0.11%
19,872
+268
197
$2.17M 0.1%
2,051
-147
198
$2.06M 0.1%
105,077
+6,931
199
$2.06M 0.1%
26,025
+840
200
$2M 0.1%
87,921
+3,173
6 7
8
9 10