IA
IAM Advisory Portfolio holdings
AUM
$445M
1-Year Est. Return
13.15%
1 Year Est. Return
+13.15%
AUM
$417M
AUM Growth
+$31.6M
(+8.2%)
Holding
106
Top Buys
| 1 | +$15.9M | |
| 2 | +$13.6M | |
| 3 | +$11.5M | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$11.1M |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$1.43M |
Top Sells
| 1 | +$20M | |
| 2 | +$13.2M | |
| 3 | +$9.52M | |
| 4 |
Sherwin-Williams
SHW
|
+$3.35M |
| 5 |
Analog Devices
ADI
|
+$1.73M |
Sector Composition
| 1 | Technology | 7.3% |
| 2 | Industrials | 4.02% |
| 3 | Healthcare | 3.78% |
| 4 | Financials | 1.71% |
| 5 | Communication Services | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Linde
LIN
$195B
| – | – |
-600
|
|
||
102
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31B
| – | – |
-6,451
|
|
||
103
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.34B
| – | – |
-219,275
|
|
||
104
Dover
DOV
$24.6B
| – | – |
-4,104
|
|
||
105
Chevron
CVX
$309B
| – | – |
-5,571
|
|
||
|
106
Analog Devices
ADI
$116B
| – | – |
-8,591
|
|