IA
IAM Advisory Portfolio holdings
AUM
$417M
This Quarter Return
-1.74%
1 Year Return
+13.54%
3 Year Return
+47%
5 Year Return
–
10 Year Return
–
AUM
$395M
AUM Growth
+$395M
(-0.27%)
Cap. Flow
+$9.76M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
64.79%
Holding
109
New
7
Increased
45
Reduced
46
Closed
8
Top Buys
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$1.59M |
| 2 |
Uber
UBER
|
$935K |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$502K |
| 4 |
American Century US Quality Growth ETF
QGRO
|
$393K |
| 5 |
Pfizer
PFE
|
$268K |
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Healthcare | 4.37% |
| 3 | Industrials | 3.63% |
| 4 | Financials | 2.24% |
| 5 | Communication Services | 1.16% |
