IAG
Investmark Advisory Group Portfolio holdings
AUM
$213M
1-Year Return
15.05%
This Quarter Return
+12.69%
1 Year Return
+15.05%
3 Year Return
+51.73%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.26%
Holding
388
New
387
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.34M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$7.11M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$6.79M |
| 4 |
Qualcomm
QCOM
|
$4.88M |
| 5 |
Home Depot
HD
|
$4.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.88% |
| 2 | Consumer Staples | 11.93% |
| 3 | Healthcare | 10.76% |
| 4 | Consumer Discretionary | 6.57% |
| 5 | Financials | 4.07% |
