IAG
Investment Advisory Group Portfolio holdings
AUM
$330M
1-Year Est. Return
13.52%
1 Year Est. Return
+13.52%
AUM
$330M
AUM Growth
+$31.3M
(+10%)
Holding
180
Top Buys
| 1 | +$1.19M | |
| 2 | +$631K | |
| 3 | +$582K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$571K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$535K |
Top Sells
| 1 | +$351K | |
| 2 | +$279K | |
| 3 | +$245K | |
| 4 |
Coca-Cola
KO
|
+$232K |
| 5 |
Merck
MRK
|
+$223K |
Sector Composition
| 1 | Technology | 5.29% |
| 2 | Consumer Discretionary | 2.36% |
| 3 | Communication Services | 1.83% |
| 4 | Financials | 1.61% |
| 5 | Healthcare | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Coca-Cola
KO
$296B
| – | – |
-3,233
|
|
||
|
177
Merck
MRK
$215B
| – | – |
-2,482
|
|
||
178
Starbucks
SBUX
$91.9B
| – | – |
-2,501
|
|
||
179
UnitedHealth
UNH
$309B
| – | – |
-533
|
|