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
51
$873K 0.45%
17,388
+1,000
52
$868K 0.44%
8,858
+847
53
$781K 0.4%
2,721
-200
54
$748K 0.38%
4,737
+57
55
$746K 0.38%
6,849
+596
56
$732K 0.37%
6,804
+353
57
$699K 0.36%
2,750
+69
58
$696K 0.36%
5,162
+2
59
$683K 0.35%
12,186
+797
60
$668K 0.34%
9,149
+1
61
$654K 0.33%
8,813
+562
62
$653K 0.33%
21,119
+3,856
63
$601K 0.31%
16,152
+1,838
64
$597K 0.31%
8,210
+434
65
$591K 0.3%
4,824
66
$585K 0.3%
4,888
-452
67
$584K 0.3%
5,290
68
$582K 0.3%
20,269
69
$535K 0.27%
22,805
+2,646
70
$528K 0.27%
3,633
+90
71
$528K 0.27%
2,960
-13
72
$526K 0.27%
15,611
-247
73
$521K 0.27%
6,197
-1,092
74
$515K 0.26%
9,985
+317
75
$505K 0.26%
8,059
1 2
3
4 5