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
$97M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$585K
3
+$528K
4
FBCV icon
Fidelity Blue Chip Value ETF
FBCV
+$303K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$268K

Top Sells

1
+$412K
2
+$270K
3
+$225K
4
BDC icon
Belden
BDC
+$222K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$203K

Sector Composition

1 Technology 13.02%
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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