IIA

Integrity Investment Advisors Portfolio holdings

AUM $130M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$201K
2 +$97.9K
3 +$64.9K
4
AVGO icon
Broadcom
AVGO
+$52.6K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$51.4K

Sector Composition

1 Technology 5.15%
2 Communication Services 1.1%
3 Financials 0.91%
4 Consumer Discretionary 0.81%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FSCO
51
FS Credit Opportunities Corp
FSCO
$1.31B
$208K 0.16%
+28,641
APP icon
52
Applovin
APP
$191B
-760