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
126
$222K 0.11%
+7,179
127
$222K 0.11%
1,340
-72
128
$220K 0.11%
3,649
+306
129
$217K 0.11%
2,033
130
$213K 0.11%
+9,557
131
$210K 0.11%
+3,334
132
$210K 0.11%
3,285
133
$210K 0.11%
+2,810
134
$207K 0.11%
4,218
135
$206K 0.11%
+3,921
136
$205K 0.1%
+2,710
137
$203K 0.1%
+2,130
138
$202K 0.1%
+6,159
139
$202K 0.1%
1,050
140
$202K 0.1%
+513
141
$201K 0.1%
648
-100
142
$200K 0.1%
+1,683
143
$200K 0.1%
4,000
144
$142K 0.07%
17,997
145
$73.8K 0.04%
+16,000
146
$50.6K 0.03%
10,652
-3,095
147
$8.85K ﹤0.01%
41
148
– –
-7,264
149
– –
-3,041
150
– –
-736
2 3 4 5
6