We are live on
!
Find out more
IA
IAM Advisory Portfolio holdings
AUM
$513M
1-Year Est. Return
32.24%
This Fund
S&P 500
This Quarter
Est. Return
+5.79%
1 Year Est. Return
+32.24%
3 Year Est. Return
+74.52%
5 Year Est. Return
+82.26%
10 Year Est. Return
–
AUM
$760M
AUM Growth
+$531M
(+231%)
Cap. Flow
+$521M
Cap. Flow
% of AUM
68.54%
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
|
+$123M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$91M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$87.1M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$69.4M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$63.9M |
Top Sells
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Dividend Appreciation ETF
VIG
$111B
| – | – |
-1,639
| Closed | -$253K |
|
102
Vulcan Materials
VMC
$38.1B
| – | – |
-6,599
| Closed | -$1.19M |
|
103
Verizon
VZ
$183B
| – | – |
-14,909
| Closed | -$864K |
|
104
Waste Management
WM
$97.3B
| – | – |
-7,673
| Closed | -$1.08M |
|
105
State Street Materials Select Sector SPDR ETF
XLB
$8.4B
| – | – |
-106,930
| Closed | -$4.51M |
|
106
State Street Communication Services Select Sector SPDR ETF
XLC
$23.5B
| – | – |
-22,223
| Closed | -$1.73M |
|
107
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
| – | – |
-49,656
| Closed | -$5.11M |
|
108
ExxonMobil
XOM
$605B
| – | – |
-11,232
| Closed | -$661K |
|
109
Zoetis
ZTS
$32.2B
| – | – |
-4,891
| Closed | -$857K |
|
|
XYZ
110
Block Inc
XYZ
$48.5B
| – | – |
-4,994
| Closed | -$1.22M |
|
Similar funds
HW
MWM
TI
AGC
PDIP
WAM
VPP
TAM