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
76
$501K 0.26%
1,130
+356
77
$501K 0.26%
3,718
-80
78
$448K 0.23%
2,020
79
$446K 0.23%
9,255
80
$437K 0.22%
2,700
81
$420K 0.22%
9,104
82
$413K 0.21%
2,872
-541
83
$413K 0.21%
2,860
+1
84
$411K 0.21%
9,710
+180
85
$401K 0.21%
4,958
+31
86
$378K 0.19%
5,000
87
$374K 0.19%
12,274
88
$367K 0.19%
4,639
+1,520
89
$363K 0.19%
7,950
90
$362K 0.19%
22,694
+6,165
91
$357K 0.18%
4,558
92
$352K 0.18%
7,760
-421
93
$336K 0.17%
3,884
94
$318K 0.16%
3,374
-200
95
$318K 0.16%
1,309
-35
96
$314K 0.16%
2,880
-82
97
$308K 0.16%
2,305
+221
98
$304K 0.16%
3,101
99
$297K 0.15%
+7,114
100
$294K 0.15%
5,963
+1,133
2 3
4
5 6