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
$111M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.43M
3
+$1.34M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.32M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.28M

Top Sells

1
+$244K
2
+$241K
3
+$213K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$206K
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$202K

Sector Composition

1 Consumer Staples 10.45%
2 Technology 10.09%
3 Healthcare 9.33%
4 Consumer Discretionary 4.89%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,790
102
– –
-9,005
103
– –
-5,047
1 2 3 4
5