ICAS
Investors Capital Advisory Services Portfolio holdings
AUM
$521M
1-Year Est. Return
1.51%
This Fund
S&P 500
1 Year Est. Return
+1.51%
AUM
$525M
AUM Growth
+$15.4M
(+3%)
Holding
779
Top Buys
| 1 | +$2.95M | |
| 2 | +$2.82M | |
| 3 | +$1.37M | |
| 4 |
VanEck High Yield Muni ETF
HYD
|
+$1.09M |
| 5 |
NRF
NorthStar Realty Finance Corp.
NRF
|
+$1.04M |
Top Sells
| 1 | +$2.12M | |
| 2 | +$1.27M | |
| 3 | +$1.12M | |
| 4 |
Alerian MLP ETF
AMLP
|
+$684K |
| 5 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$649K |
Sector Composition
| 1 | Financials | 10.03% |
| 2 | Energy | 9.83% |
| 3 | Industrials | 7.16% |
| 4 | Healthcare | 7.12% |
| 5 | Technology | 5.35% |