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
201
$1.93M 0.11%
6,811
+172
202
$1.92M 0.11%
7,228
-68
203
$1.9M 0.11%
15,526
+126
204
$1.87M 0.11%
33,064
+769
205
$1.87M 0.11%
38,986
+5,745
206
$1.85M 0.11%
49,831
+3,809
207
$1.84M 0.11%
70,515
-32,859
208
$1.8M 0.1%
15,392
-197
209
$1.77M 0.1%
29,851
+21,468
210
$1.77M 0.1%
18,091
-190
211
$1.76M 0.1%
23,440
+8,658
212
$1.72M 0.1%
27,236
-313
213
$1.71M 0.1%
96,198
+25,974
214
$1.7M 0.1%
16,859
+5,353
215
$1.69M 0.1%
32,798
+53
216
$1.67M 0.1%
25,581
-61,415
217
$1.67M 0.1%
5,492
-137
218
$1.66M 0.1%
86,416
-324
219
$1.65M 0.1%
37,350
-2,045
220
$1.65M 0.1%
3,714
+165
221
$1.62M 0.09%
+21,398
222
$1.6M 0.09%
10,465
-455
223
$1.6M 0.09%
33,586
+533
224
$1.59M 0.09%
4,925
-1,735
225
$1.57M 0.09%
39,615
+2,477
7 8
9
10 11