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
$288M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.46M
3
+$1.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.08M
5
TPL icon
Texas Pacific Land
TPL
+$887K

Top Sells

1
+$787K
2
+$335K
3
+$328K
4
EW icon
Edwards Lifesciences
EW
+$290K
5
INTC icon
Intel
INTC
+$240K

Sector Composition

1 Technology 5.98%
2 Consumer Discretionary 2.23%
3 Healthcare 1.88%
4 Consumer Staples 1.86%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.16%
1,795
+15
102
$466K 0.16%
2,716
+4
103
$449K 0.16%
7,828
-1,261
104
$439K 0.15%
7,260
+1,756
105
$439K 0.15%
12,274
106
$426K 0.15%
3,516
+10
107
$406K 0.14%
3,984
-12
108
$392K 0.14%
5,058
+32
109
$391K 0.14%
4,093
-587
110
$387K 0.13%
+436
111
$384K 0.13%
7,950
112
$381K 0.13%
18,548
+2,816
113
$375K 0.13%
+16,051
114
$367K 0.13%
3,736
-50
115
$357K 0.12%
1,258
+40
116
$347K 0.12%
3,040
+64
117
$344K 0.12%
6,748
-103
118
$343K 0.12%
695
+30
119
$339K 0.12%
1,635
+8
120
$338K 0.12%
5,976
+93
121
$338K 0.12%
2,057
+32
122
$334K 0.12%
718
+7
123
$329K 0.11%
1,928
+219
124
$319K 0.11%
5,024
+1
125
$311K 0.11%
856
3 4
5
6 7