IAG

Investmark Advisory Group Portfolio holdings

AUM $235M
1-Year Est. Return 17.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$590K
3
+$521K
4
FBCV icon
Fidelity Blue Chip Value ETF
FBCV
+$300K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$268K

Top Sells

1
+$412K
2
+$270K
3
+$230K
4
USD icon
ProShares Ultra Semiconductors
USD
+$225K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$203K

Sector Composition

1 Technology 13.06%
2 Consumer Staples 12.95%
3 Healthcare 11.56%
4 Consumer Discretionary 5.56%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
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