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
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10M
3
+$7.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.06M
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$6.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.92%
2 Consumer Staples 2.48%
3 Healthcare 2.28%
4 Communication Services 2.03%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.23%
+2,700
77
$363K 0.23%
+2,191
78
$359K 0.23%
+1,577
79
$355K 0.23%
+3,150
80
$353K 0.23%
+5,099
81
$344K 0.22%
+4,558
82
$343K 0.22%
+5,687
83
$339K 0.22%
+6,920
84
$333K 0.21%
+1,720
85
$325K 0.21%
+1,193
86
$320K 0.2%
+5,823
87
$317K 0.2%
+17,330
88
$315K 0.2%
+6,225
89
$306K 0.2%
+6,125
90
$301K 0.19%
+5,945
91
$300K 0.19%
+4,684
92
$298K 0.19%
+2,330
93
$298K 0.19%
+5,129
94
$298K 0.19%
+6,000
95
$295K 0.19%
+2,801
96
$278K 0.18%
+5,690
97
$274K 0.18%
+3,630
98
$273K 0.17%
+2,655
99
$273K 0.17%
+749
100
$268K 0.17%
+2,816
1 2 3
4
5