SIAG
Safeguard Investment Advisory Group Portfolio holdings
AUM
$401M
1-Year Return
13.95%
This Quarter Return
+2.91%
1 Year Return
+13.95%
3 Year Return
+63.71%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
-$844K
(-0.75%)
Cap. Flow
-$3.19M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
57.83%
Holding
812
New
1
Increased
33
Reduced
39
Closed
733
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.86M |
| 2 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$3.84M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.61M |
| 4 |
ARK Innovation ETF
ARKK
|
$2.36M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$2.28M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.45M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$2.09M |
| 3 |
Amazon
AMZN
|
$1.34M |
| 4 |
Micron Technology
MU
|
$816K |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$561K |
Sector Composition
| 1 | Technology | 7.18% |
| 2 | Financials | 4.36% |
| 3 | Communication Services | 3.9% |
| 4 | Consumer Discretionary | 2.1% |
| 5 | Industrials | 1.56% |
