IAG

Investment Advisory Group Portfolio holdings

AUM $368M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$304K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.07M
3
+$899K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$674K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$451K

Top Sells

1
+$625K
2
+$293K
3
+$271K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$268K
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$264K

Sector Composition

1 Technology 5.03%
2 Consumer Discretionary 2.28%
3 Healthcare 1.97%
4 Communication Services 1.75%
5 Financials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.49%
16,319
+3
52
$1.44M 0.48%
13,312
-569
53
$1.41M 0.47%
2,524
+6
54
$1.33M 0.44%
1,003
55
$1.33M 0.44%
21,369
+315
56
$1.22M 0.41%
7,799
+115
57
$1.16M 0.39%
37,879
+911
58
$1.15M 0.38%
4,681
+74
59
$1.09M 0.36%
7,738
+227
60
$1.04M 0.35%
20,437
+6,060
61
$1.03M 0.35%
5,488
62
$1.03M 0.34%
26,149
+2,561
63
$993K 0.33%
21,942
-3,393
64
$976K 0.33%
19,183
-30
65
$934K 0.31%
2,791
+4
66
$930K 0.31%
22,116
+15
67
$930K 0.31%
18,667
+792
68
$922K 0.31%
4,403
+49
69
$921K 0.31%
5,391
+2
70
$901K 0.3%
3,126
+100
71
$879K 0.29%
5,686
+54
72
$879K 0.29%
14,793
+2,835
73
$856K 0.29%
22,265
+414
74
$845K 0.28%
13,685
+20
75
$840K 0.28%
27,333
-16
1 2
3
4 5