IAG

Investment Advisory Group Portfolio holdings

AUM $330M
1-Year Est. Return 13.52%
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$958K
3
+$919K
4
AMZN icon
Amazon
AMZN
+$861K
5
AAPL icon
Apple
AAPL
+$771K

Top Sells

1
+$323K
2
+$208K
3
+$124K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$122K
5
SYSB
iShares Systematic Bond ETF
SYSB
+$91.8K

Sector Composition

1 Technology 6.71%
2 Consumer Discretionary 2.52%
3 Healthcare 2.3%
4 Consumer Staples 2.23%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.95%
76,287
+3,669
27
$1.84M 0.94%
16,206
-81
28
$1.81M 0.93%
37,667
+3,850
29
$1.79M 0.92%
11,095
+61
30
$1.77M 0.91%
30,730
+4,714
31
$1.75M 0.9%
3,661
-18
32
$1.64M 0.84%
27,393
+6
33
$1.63M 0.84%
20,132
+1,280
34
$1.62M 0.83%
4,389
+268
35
$1.52M 0.78%
5,789
+74
36
$1.48M 0.76%
7,425
+261
37
$1.42M 0.73%
16,959
+4,000
38
$1.37M 0.7%
6,217
-45
39
$1.26M 0.64%
3,092
+429
40
$1.26M 0.64%
4,568
+260
41
$1.26M 0.64%
11,709
-77
42
$1.08M 0.55%
14,223
+3,712
43
$1.04M 0.53%
25,577
+3,164
44
$1.01M 0.52%
2,969
+242
45
$1.01M 0.52%
6,079
-26
46
$928K 0.48%
20,411
+150
47
$927K 0.47%
18,643
+2,500
48
$916K 0.47%
17,515
+450
49
$907K 0.46%
7,496
-30
50
$886K 0.45%
7,226
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