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
$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
376
$0 ﹤0.01%
+4
377
$0 ﹤0.01%
+6
378
$0 ﹤0.01%
+20
379
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+29
380
0
381
$0 ﹤0.01%
+29
382
$0 ﹤0.01%
+9
383
$0 ﹤0.01%
+34
384
$0 ﹤0.01%
+50
385
$0 ﹤0.01%
+23
386
$0 ﹤0.01%
+5
387
$0 ﹤0.01%
+3
388
$0 ﹤0.01%
+20