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
201
$25K 0.02%
+800
202
$25K 0.02%
+700
203
$25K 0.02%
+1,699
204
$25K 0.02%
+40
205
$25K 0.02%
+1,183
206
$25K 0.02%
+1,037
207
$24K 0.02%
+411
208
$24K 0.02%
+325
209
$22K 0.02%
+110
210
$22K 0.02%
+900
211
$22K 0.02%
+254
212
$22K 0.02%
+657
213
$22K 0.02%
+525
214
$21K 0.02%
+474
215
$21K 0.02%
+540
216
$20K 0.02%
+36
217
$20K 0.02%
+773
218
$20K 0.02%
+100
219
$20K 0.02%
+148
220
$20K 0.02%
+1,000
221
$20K 0.02%
+230
222
$20K 0.02%
+671
223
$20K 0.02%
+300
224
$20K 0.02%
+132
225
$19K 0.02%
+300
7 8
9
10 11