IAG

Investmark Advisory Group Portfolio holdings

AUM $231M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$7.11M
3
+$6.79M
4
QCOM icon
Qualcomm
QCOM
+$4.88M
5
HD icon
Home Depot
HD
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.88%
2 Consumer Staples 11.93%
3 Healthcare 10.76%
4 Consumer Discretionary 6.57%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.02%
+1,000
227
$19K 0.02%
+50
228
$18K 0.02%
+283
229
$18K 0.02%
+538
230
$18K 0.02%
+266
231
$18K 0.02%
+475
232
$17K 0.02%
+520
233
$17K 0.02%
+162
234
$17K 0.02%
+396
235
$17K 0.02%
+200
236
$17K 0.02%
+250
237
$17K 0.02%
+50
238
$16K 0.02%
+340
239
$16K 0.02%
+400
240
$16K 0.02%
+900
241
$16K 0.02%
+250
242
$15K 0.01%
+60
243
$15K 0.01%
+1,033
244
$15K 0.01%
+314
245
$15K 0.01%
+180
246
$15K 0.01%
+350
247
$15K 0.01%
+95
248
$15K 0.01%
+145
249
$15K 0.01%
+640
250
$14K 0.01%
+68
8 9
10
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