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
251
$14K 0.01%
+696
252
$14K 0.01%
+128
253
$14K 0.01%
+150
254
$14K 0.01%
+144
255
$14K 0.01%
+1,153
256
$14K 0.01%
+185
257
$14K 0.01%
+400
258
$13K 0.01%
+28
259
$13K 0.01%
+65
260
$13K 0.01%
+500
261
$13K 0.01%
+1,500
262
$13K 0.01%
+1,067
263
$13K 0.01%
+170
264
$12K 0.01%
+362
265
$12K 0.01%
+190
266
$12K 0.01%
+418
267
$12K 0.01%
+181
268
$12K 0.01%
+1,750
269
$12K 0.01%
+110
270
$12K 0.01%
+255
271
$11K 0.01%
+94
272
$11K 0.01%
+125
273
$11K 0.01%
+112
274
$11K 0.01%
+400
275
$11K 0.01%
+310
9 10
11
12 13