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
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.31B
| – | – |
-219,275
|
|
||
102
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$32.1B
| – | – |
-6,451
|
|
||
103
Linde
LIN
$197B
| – | – |
-600
|
|
||
104
Novo Nordisk
NVO
$214B
| – | – |
-17,138
|
|
||
|
105
Sherwin-Williams
SHW
$79.5B
| – | – |
-9,600
|
|
||
106
Invesco S&P 500 GARP ETF
SPGP
$2.47B
| – | – |
-14,154
|
|