IA
IAM Advisory Portfolio holdings
AUM
$450M
1-Year Est. Return
18.01%
1 Year Est. Return
+18.01%
AUM
$450M
AUM Growth
+$5.33M
(+1.2%)
Holding
115
Top Buys
| 1 | +$41.2M | |
| 2 | +$12.6M | |
| 3 | +$1.66M | |
| 4 |
Gilead Sciences
GILD
|
+$1.27M |
| 5 |
Leidos
LDOS
|
+$1.15M |
Top Sells
| 1 | +$29.8M | |
| 2 | +$13M | |
| 3 | +$12.5M | |
| 4 |
MRSH
Marsh
MRSH
|
+$1.78M |
| 5 |
Zoetis
ZTS
|
+$1.56M |
Sector Composition
| 1 | Technology | 7.38% |
| 2 | Industrials | 4.64% |
| 3 | Healthcare | 4.28% |
| 4 | Communication Services | 1.36% |
| 5 | Financials | 1.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Medtronic
MDT
$127B
| $206K | 0.05% |
+2,142
|
|
||
|
IVES
102
Dan IVES Wedbush AI Revolution ETF
IVES
$1B
| $204K | 0.05% |
6,456
+26
|
|
||
103
Oracle
ORCL
$545B
| $201K | 0.04% |
1,030
-393
|
|
||
|
NXDR
104
Nextdoor Holdings
NXDR
$769M
| $25.6K | 0.01% |
+12,200
|
|
||
105
Blackstone
BX
$124B
| – | – |
-5,499
|
|
||
106
iShares MSCI EAFE ETF
EFA
$73.3B
| – | – |
-2,609
|
|
||
107
KraneShares CSI China Internet ETF
KWEB
$8.51B
| – | – |
-5,122
|
|
||
|
MRSH
108
Marsh
MRSH
$89.3B
| – | – |
-8,834
|
|
||
109
Virtus Reaves Utilities ETF
UTES
$1.5B
| – | – |
-3,021
|
|
||
110
State Street SPDR S&P Metals & Mining ETF
XME
$4.13B
| – | – |
-2,473
|
|
||
|
111
Zoetis
ZTS
$55.2B
| – | – |
-10,694
|
|
||
|
ETHA
112
iShares Ethereum Trust ETF
ETHA
$1.9B
| – | – |
-8,490
|
|
||
113
ServiceNow
NOW
$138B
| – | – |
-4,860
|
|
||
114
PPL Corp
PPL
$26.4B
| – | – |
-5,609
|
|
||
115
T-Mobile US
TMUS
$213B
| – | – |
-5,948
|
|