IAG
Investment Advisory Group Portfolio holdings
AUM
$330M
This Quarter Return
+7.59%
1 Year Return
+13.52%
3 Year Return
+49.07%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.89%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$11.3M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$10M |
| 3 |
Vanguard Growth ETF
VUG
|
$7.18M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.06M |
| 5 |
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% |
