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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$7.11M
3
+$6.79M
4
QCOM icon
Qualcomm
QCOM
+$4.88M
5
HD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.03%
+3,650
177
$34K 0.03%
+267
178
$33K 0.03%
+225
179
$33K 0.03%
+657
180
$32K 0.03%
+800
181
$32K 0.03%
+422
182
$32K 0.03%
+141
183
$32K 0.03%
+268
184
$32K 0.03%
+113
185
$31K 0.03%
+300
186
$31K 0.03%
+307
187
$31K 0.03%
+88
188
$31K 0.03%
+1,752
189
$30K 0.03%
+608
190
$30K 0.03%
+300
191
$30K 0.03%
+176
192
$29K 0.03%
+778
193
$29K 0.03%
+134
194
$28K 0.03%
+791
195
$28K 0.03%
+48
196
$28K 0.03%
+904
197
$28K 0.03%
+1,077
198
$28K 0.03%
+600
199
$26K 0.02%
+622
200
$25K 0.02%
+460
6 7
8
9 10