IA

IAM Advisory Portfolio holdings

AUM $445M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.03M
3
+$1.78M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.73M
5
LRCX icon
Lam Research
LRCX
+$904K

Top Sells

1
+$1.18M
2
+$261K
3
+$208K
4
ARKK icon
ARK Innovation ETF
ARKK
+$52.2K
5
FVRR icon
Fiverr
FVRR
+$46.4K

Sector Composition

1 Technology 8.73%
2 Healthcare 5.49%
3 Consumer Discretionary 2.35%
4 Financials 2.06%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.54%
10,900
+210
27
$1.22M 0.53%
4,199
+48
28
$1.22M 0.53%
4,994
+115
29
$1.19M 0.52%
6,599
+139
30
$1.08M 0.47%
7,673
+355
31
$1.05M 0.46%
2,596
+117
32
$975K 0.43%
7,322
+338
33
$967K 0.42%
3,365
+55
34
$963K 0.42%
3,463
+112
35
$939K 0.41%
2,608
+50
36
$938K 0.41%
11,283
-68
37
$906K 0.4%
1,845
+35
38
$904K 0.39%
+14,640
39
$878K 0.38%
15,527
+820
40
$874K 0.38%
3,563
+188
41
$870K 0.38%
15,201
+720
42
$864K 0.38%
14,909
+447
43
$862K 0.38%
2,387
+138
44
$858K 0.37%
2,227
+128
45
$857K 0.37%
4,891
+195
46
$814K 0.36%
4,315
+240
47
$712K 0.31%
9,819
-520
48
$706K 0.31%
2,530
49
$667K 0.29%
10,504
+327
50
$661K 0.29%
11,232
+188
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