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IAG

Investmark Advisory Group Portfolio holdings

AUM $234M
1-Year Est. Return 16.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.71%
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
+$6.91M
2
+$6.62M
3
+$6.53M
4
QCOM icon
Qualcomm
QCOM
+$4.27M
5
HD icon
Home Depot
HD
+$4.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.91%
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
351
$2K ﹤0.01%
+51
352
$2K ﹤0.01%
+48
353
$2K ﹤0.01%
+131
354
$2K ﹤0.01%
+36
355
$2K ﹤0.01%
+29
356
$2K ﹤0.01%
+66
357
$2K ﹤0.01%
+64
358
$2K ﹤0.01%
+16
359
$2K ﹤0.01%
+127
360
$2K ﹤0.01%
+9
361
$2K ﹤0.01%
+100
362
$1K ﹤0.01%
+72
363
$1K ﹤0.01%
+23
364
$1K ﹤0.01%
+19
365
$1K ﹤0.01%
+14
366
$1K ﹤0.01%
+7
367
$1K ﹤0.01%
+35
368
$1K ﹤0.01%
+100
369
$1K ﹤0.01%
+313
370
$1K ﹤0.01%
+3
371
$1K ﹤0.01%
+28
372
$0 ﹤0.01%
+1
373
$0 ﹤0.01%
+10
374
$0 ﹤0.01%
+29
375
$0 ﹤0.01%
+9
12 13 14
15
16