Instuitional Investor - Iam Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Iam Advisory, Llc |
| Portfolio Value | $385,039,667 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Proshares Tr - S&P 500 DV ARIST | 647,399 | $66,151,267 | 17.18% | |
| 2. | Wisdomtree Tr | 782,642 | $62,501,767 | 16.23% | |
| 3. | Capital Grp Fixed Incm Etf T | 1,163,731 | $26,125,766 | 6.79% | |
| 4. | John Hancock Exchange Traded | 324,483 | $21,876,622 | 5.68% | |
| 5. | Pacer Fds Tr | 394,599 | $21,608,235 | 5.61% |
