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
201
$2M 0.1%
71,224
+26,332
202
$1.97M 0.09%
8,983
-7,716
203
$1.96M 0.09%
78,364
+2,478
204
$1.95M 0.09%
52,182
-2,856
205
$1.95M 0.09%
41,060
-508
206
$1.94M 0.09%
14,686
-631
207
$1.92M 0.09%
3,374
-165
208
$1.9M 0.09%
35,862
-1,398
209
$1.9M 0.09%
29,782
+1,078
210
$1.89M 0.09%
50,290
-4,050
211
$1.87M 0.09%
28,757
+171
212
$1.87M 0.09%
16,876
+13,188
213
$1.85M 0.09%
10,066
-2,085
214
$1.85M 0.09%
5,561
+118
215
$1.83M 0.09%
18,462
+4,271
216
$1.83M 0.09%
14,495
+1,924
217
$1.81M 0.09%
35,965
+1,258
218
$1.78M 0.09%
16,736
-288
219
$1.73M 0.08%
34,330
-493
220
$1.73M 0.08%
16,047
-211
221
$1.7M 0.08%
29,686
-1,482
222
$1.68M 0.08%
25,702
-1,303
223
$1.67M 0.08%
9,876
+15
224
$1.67M 0.08%
12,920
+205
225
$1.66M 0.08%
76,240
-778
7 8
9
10 11