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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$18.8M
3
+$18.6M
4
QGRO icon
American Century US Quality Growth ETF
QGRO
+$10.3M
5
QINT icon
American Century Quality Diversified International ETF
QINT
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.39%
2 Healthcare 6.38%
3 Consumer Discretionary 2.79%
4 Industrials 1.89%
5 Financials 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.25%
+3,145
52
$459K 0.23%
+5,718
53
$413K 0.21%
+4,642
54
$353K 0.18%
+3,275
55
$327K 0.16%
+2,237
56
$317K 0.16%
+2,955
57
$275K 0.14%
+6,558
58
$245K 0.12%
+4,420
59
$212K 0.11%
+1,450
60
$210K 0.11%
+1,432
61
$208K 0.1%
+7,474
62
$191K 0.1%
+12,713
63
$21K 0.01%
+1,267
1 2
3