IAM Advisory, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IA IAM Advisory, LLC | Institutional Filer | ▼ 0.82% | $446.3M | 95 |
Current Portfolio Holdings
Showing all 95 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 1.5M | $61.9M | 13.86% |
| 2 | DGRW | WISDOMTREE TR | — | 664K | $58.3M | 13.06% |
| 3 | NOBL | PROSHARES TR | — | 383K | $40.6M | 9.10% |
| 4 | AVDE | AMERICAN CENTY ETF TR | — | 399K | $33.8M | 7.58% |
| 5 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 1.3M | $28.5M | 6.38% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | — | 618K | $24.8M | 5.57% |
| 7 | CGSD | CAPITAL GRP FIXED INCM ETF T | — | 568K | $14.6M | 3.28% |
| 8 | QGRO | AMERICAN CENTY ETF TR | — | 135K | $14.1M | 3.17% |
| 9 | JHML | JOHN HANCOCK EXCHANGE TRADED | — | 162K | $12.6M | 2.83% |
| 10 | SMH | VANECK ETF TRUST | — | 25K | $9.6M | 2.16% |
| 11 | AVUV | AMERICAN CENTY ETF TR | — | 76K | $8.4M | 1.88% |
| 12 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 103K | $6.4M | 1.44% |
| 13 | AAPL | Apple Inc. | Technology | 23K | $5.8M | 1.30% |
| 14 | AVGO | Broadcom Inc. | Technology | 17K | $5.4M | 1.20% |
| 15 | KRE | SPDR SERIES TRUST | — | 73K | $4.8M | 1.07% |
Showing 1 to 15 of 95 holdings