IA
IAM Advisory Portfolio holdings
AUM
$417M
This Quarter Return
+5.79%
1 Year Return
+13.54%
3 Year Return
+47%
5 Year Return
–
10 Year Return
–
AUM
$760M
AUM Growth
+$760M
(+231%)
Cap. Flow
+$531M
Cap. Flow
% of AUM
69.82%
Top 10 Holdings %
Top 10 Hldgs %
79.44%
Holding
110
New
42
Increased
–
Reduced
–
Closed
68
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$126M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$92.8M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$86.8M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$70.5M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$65.6M |
Top Sells
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
