IAG
Investment Advisory Group Portfolio holdings
AUM
$393M
1-Year Est. Return
16.75%
This Fund
S&P 500
1 Year Est. Return
+16.75%
AUM
$393M
AUM Growth
+$4.7M
(+1.2%)
Holding
201
Top Buys
| 1 | +$1.26M | |
| 2 | +$1.21M | |
| 3 | +$1.09M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.02M |
| 5 |
Vanguard Growth ETF
VUG
|
+$770K |
Top Sells
| 1 | +$570K | |
| 2 | +$558K | |
| 3 | +$230K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$226K |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$222K |
Sector Composition
| 1 | Technology | 4.84% |
| 2 | Consumer Discretionary | 1.88% |
| 3 | Communication Services | 1.78% |
| 4 | Healthcare | 1.39% |
| 5 | Financials | 1.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ametek
AME
$52.8B
| – | – |
-2,718
|
|