IA
IAM Advisory Portfolio holdings
AUM
$450M
1-Year Est. Return
18.01%
1 Year Est. Return
+18.01%
AUM
$445M
AUM Growth
+$28.1M
(+6.7%)
Holding
108
Top Buys
| 1 | +$1.41M | |
| 2 | +$1.06M | |
| 3 | +$527K | |
| 4 |
Capital Group Short Duration Income ETF
CGSD
|
+$474K |
| 5 |
Capital Group Core Plus Income ETF
CGCP
|
+$453K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$538K | |
| 3 | +$321K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$265K |
| 5 |
Broadcom
AVGO
|
+$244K |
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Industrials | 4.33% |
| 3 | Healthcare | 3.44% |
| 4 | Communication Services | 1.67% |
| 5 | Financials | 1.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IVES
101
Dan IVES Wedbush AI Revolution ETF
IVES
$1B
| $207K | 0.05% |
+6,430
|
|
||
102
iShares MSCI Canada ETF
EWC
$3.96B
| $202K | 0.05% |
+4,000
|
|
||
|
FISV
103
Fiserv Inc
FISV
$35.9B
| – | – |
-1,328
|
|
||
104
IBM
IBM
$279B
| – | – |
-1,090
|
|
||
105
LiveOne
LVO
$49.4M
| – | – |
-1,200
|
|
||
106
PGIM Ultra Short Bond ETF
PULS
$13.4B
| – | – |
-4,729
|
|
||
|
107
Invesco S&P 500 Equal Weight ETF
RSP
$78.9B
| – | – |
-1,456
|
|
||
108
UnitedHealth
UNH
$307B
| – | – |
-3,824
|
|