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
276
$11K 0.01%
+198
277
$11K 0.01%
+553
278
$11K 0.01%
+270
279
$11K 0.01%
+50
280
$11K 0.01%
+504
281
$11K 0.01%
+1,097
282
$10K 0.01%
+500
283
$10K 0.01%
+285
284
$10K 0.01%
+185
285
$10K 0.01%
+221
286
$10K 0.01%
+81
287
$10K 0.01%
+90
288
$10K 0.01%
+25
289
$10K 0.01%
+396
290
$10K 0.01%
+361
291
$10K 0.01%
+1,199
292
$10K 0.01%
+325
293
$10K 0.01%
+420
294
$9K 0.01%
+250
295
$9K 0.01%
+730
296
$9K 0.01%
+90
297
$9K 0.01%
+190
298
$9K 0.01%
+365
299
$9K 0.01%
+233
300
$9K 0.01%
+568
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