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
$165M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.17M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$683K
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$483K

Top Sells

1
+$300K
2
+$226K
3
+$222K
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$38.9K
5
WFC icon
Wells Fargo
WFC
+$29.1K

Sector Composition

1 Technology 5.91%
2 Healthcare 2.39%
3 Consumer Staples 2.33%
4 Real Estate 2.09%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$200K 0.12%
+2,282
127
$196K 0.12%
19,437
+8
128
$53K 0.03%
41
129
$38K 0.02%
736
130
$12K 0.01%
1,000
131
– –
-4,577
132
– –
-625
133
– –
-4,684
2 3 4 5
6