IAG
Investmark Advisory Group Portfolio holdings
AUM $202M
AUM
$202M
AUM Growth
-$1.46M (-0.7%)
Cap. Flow
+$595K
Cap. Flow % of AUM
0.29%
Top 10 Holdings %Top 10 Hldgs %
44.48%
Holding
119
New
4
Increased
49
Reduced
50
Closed
2
Top Buys
1 | $523K | |
2 | $403K | |
3 | $344K | |
4 | $326K | |
5 | $309K |
Top Sells
1 | $521K | |
2 | $399K | |
3 | $225K | |
4 | $213K | |
5 | $168K |
Sector Composition
1 | Consumer Staples | 10.93% |
2 | Technology | 9.23% |
3 | Healthcare | 6.01% |
4 | Consumer Discretionary | 3.45% |
5 | Financials | 3.27% |