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 +$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 13.91%
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%
+12
377
$0 ﹤0.01%
+20
378
$0 ﹤0.01%
+3
379
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+5
380
$0 ﹤0.01%
+23
381
$0 ﹤0.01%
+50
382
$0 ﹤0.01%
+34
383
$0 ﹤0.01%
+9
384
$0 ﹤0.01%
+29
385
0
386
$0 ﹤0.01%
+10
387
$0 ﹤0.01%
+1
388
$0 ﹤0.01%
+20