IAG
Investmark Advisory Group Portfolio holdings
AUM
$213M
1-Year Return
15.05%
This Quarter Return
+6.68%
1 Year Return
+15.05%
3 Year Return
+51.73%
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
+$11M
(+5.4%)
Cap. Flow
+$218K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
41%
Holding
131
New
14
Increased
45
Reduced
48
Closed
3
Top Buys
Top Sells
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$1.51M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.48M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$1.44M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$1.1M |
| 5 |
Capital Group Growth ETF
CGGR
|
$962K |
Sector Composition
| 1 | Consumer Staples | 10.2% |
| 2 | Technology | 9.59% |
| 3 | Healthcare | 5.01% |
| 4 | Communication Services | 3.39% |
| 5 | Consumer Discretionary | 3.36% |
