Fund Universe

IAM Advisory, LLC

CIK 0001825292 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.682
AUM ($M)
513
Positions
107
Turnover
0.08
Top-10 wt
65%
Herfindahl
0.060
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 114 positions · portfolio value $513M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD 14.1% +0.2% 72.1 1,463,839 +9,445 5
DGRW funds › WISDOMTREE TR ADD 12.5% -0.6% 63.9 668,549 +4,804 5
NOBL funds › PROSHARES TR ADD 8.5% -0.6% 43.6 775,768 +392,570 5
AVDE funds › AMERICAN CENTY ETF TR TRIM 6.9% -0.7% 35.5 398,427 -236 5
CGGR funds › CAPITAL GROUP GROWTH ETF TRIM 5.7% +0.1% 29.2 617,766 -411 5
CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD 5.6% -0.7% 29.0 1,300,230 +25,359 5
QGRO funds › AMERICAN CENTY ETF TR TRIM 3.1% -0.1% 15.7 132,680 -1,960 5
SMH funds › VANECK ETF TRUST TRIM 3.0% +0.9% 15.5 23,557 -1,588 5
CGSD funds › CAPITAL GRP FIXED INCM ETF T ADD 2.9% -0.4% 14.9 579,852 +11,833 5
JHML funds › JOHN HANCOCK EXCHANGE TRADED TRIM 2.8% -0.0% 14.3 160,632 -897 5
AVUV funds › AMERICAN CENTY ETF TR ADD 1.9% +0.1% 9.9 79,536 +3,688 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD 1.9% +0.4% 9.6 106,887 +4,043 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 1.5% +0.9% 7.5 12,848 -333 5
AAPL funds › APPLE INC ADD 1.3% -0.0% 6.6 22,889 +37 5
AVGO funds › BROADCOM INC TRIM 1.3% +0.1% 6.5 17,150 -186 5
SNDK funds › SANDISK CORP TRIM 1.2% +0.8% 6.2 2,748 -34 2
KRE funds › SPDR SERIES TRUST ADD 1.1% +0.1% 5.8 77,844 +4,809 2
LLY funds › ELI LILLY & CO TRIM 1.1% +0.1% 5.6 4,638 -13 5
AIQ funds › GLOBAL X FDS ADD 1.0% +0.2% 5.3 80,034 +2,868 5
GOOG funds › ALPHABET INC ADD 0.9% +0.1% 4.6 12,896 +68 5
IDVO funds › AMPLIFY ETF TR ADD 0.9% -0.1% 4.4 103,899 +4,387 2
NVDA funds › NVIDIA CORPORATION ADD 0.8% +0.0% 4.2 20,981 +182 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.6% +0.3% 3.3 9,700 +236 5
MSFT funds › MICROSOFT CORP ADD 0.6% -0.1% 3.3 8,822 +298 5
XBI funds › SPDR SERIES TRUST ADD 0.6% +0.5% 3.0 19,117 +17,344 3
MRK funds › MERCK & CO INC ADD 0.6% -0.0% 3.0 23,515 +278 5
GDX funds › VANECK ETF TRUST TRIM 0.6% -0.3% 2.9 38,456 -2,988 5
AMGN funds › AMGEN INC ADD 0.5% -0.1% 2.7 7,484 +92 5
MCK funds › MCKESSON CORP TRIM 0.5% -0.2% 2.7 3,579 -49 5
NVS funds › NOVARTIS AG ADD 0.5% -0.1% 2.6 16,635 +68 5
WM funds › WASTE MGMT INC DEL ADD 0.5% -0.1% 2.6 11,468 +141 5
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.5% -0.1% 2.6 6,151 +30 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.5% +0.1% 2.5 13,123 +536 5
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.5% -0.2% 2.5 8,575 +31 5
AMZN funds › AMAZON COM INC ADD 0.5% +0.0% 2.5 10,412 +178 5
GEV funds › GE VERNOVA INC ADD 0.5% +0.1% 2.4 2,031 +38 5
BE funds › BLOOM ENERGY CORP ADD 0.5% +0.2% 2.4 7,795 +147 2
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.4% +0.0% 2.3 9,231 -138 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.4% -0.2% 2.3 4,421 +50 5
VOLT funds › TEMA ETF TRUST ADD 0.4% +0.0% 2.3 53,763 +2,160 2
STRL funds › STERLING INFRASTRUCTURE INC ADD 0.4% +0.2% 2.2 2,675 +7 3
MUNI funds › PIMCO ETF TR ADD 0.4% -0.1% 2.2 42,617 +432 5
IWM funds › ISHARES TR ADD 0.4% +0.0% 2.2 7,261 +398 5
VRT funds › VERTIV HOLDINGS CO ADD 0.4% +0.1% 2.1 6,190 +56 5
NOC funds › NORTHROP GRUMMAN CORP ADD 0.4% -0.2% 2.1 4,056 +29 5
VFMO funds › VANGUARD WELLINGTON FD TRIM 0.4% +0.0% 2.0 7,927 -192 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.4% -0.1% 1.9 33,075 +916 3
AEIS funds › ADVANCED ENERGY INDS TRIM 0.4% -0.0% 1.9 5,106 -58 3
AMAT funds › APPLIED MATLS INC NEW 0.4% +0.4% 1.9 2,631 +2,631 1
COWZ funds › PACER FDS TR TRIM 0.3% -0.1% 1.8 28,757 -217 5
SMMU funds › PIMCO ETF TR ADD 0.3% -0.0% 1.8 34,770 +289 5
HWM funds › HOWMET AEROSPACE INC ADD 0.3% +0.0% 1.7 6,507 +218 5
RDDT funds › REDDIT INC NEW 0.3% +0.3% 1.7 9,768 +9,768 1
GE funds › GE AEROSPACE ADD 0.3% +0.0% 1.6 4,290 +114 4
GILD funds › GILEAD SCIENCES INC ADD 0.3% -0.1% 1.4 11,409 +367 3
SUB funds › ISHARES TR ADD 0.3% -0.0% 1.3 12,474 +75 5
RSG funds › REPUBLIC SVCS INC ADD 0.3% -0.0% 1.3 6,154 +219 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.2% -0.1% 1.3 10,731 +314 5
HON funds › HONEYWELL INTL INC NEW 0.2% +0.2% 1.2 5,337 +5,337 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.2% +0.2% 1.2 5,337 +5,337 1
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.2% -0.0% 1.1 2,225 +0 5
NVT funds › NVENT ELEC PLC NEW 0.2% +0.2% 1.0 6,180 +6,180 1
VTEI funds › VANGUARD MUN BD FDS ADD 0.2% -0.0% 1.0 10,155 +123 3
BKLN funds › INVESCO EXCH TRADED FD TR II ADD 0.2% -0.0% 0.9 45,119 +1,914 5
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.2% -0.0% 0.9 16,229 +783 5
IAG funds › IAMGOLD CORP ADD 0.2% -0.0% 0.8 52,038 +4,925 2
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.2% -0.0% 0.8 3,658 +12 5
TT funds › TRANE TECHNOLOGIES PLC ADD 0.2% +0.0% 0.8 1,578 +4 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.7 2,511 +2,511 1
PM funds › PHILIP MORRIS INTL INC ADD 0.1% -0.0% 0.7 3,923 +6 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% -0.1% 0.6 4,560 +49 5
GLD funds › SPDR GOLD TR HOLD 0.1% -0.0% 0.6 1,666 +0 5
MCD funds › MCDONALDS CORP TRIM 0.1% -0.1% 0.6 2,185 -484 5
XLI funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 0.6 3,164 +1,077 5
XLB funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 0.6 11,364 +2,997 5
PWB funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 0.5 3,065 +0 5
SPLV funds › INVESCO EXCH TRADED FD TR II ADD 0.1% -0.0% 0.4 5,689 +120 5
PPA funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% -0.0% 0.4 2,403 +2 5
DIVO funds › AMPLIFY ETF TR ADD 0.1% -0.0% 0.4 9,140 +96 5
JNJ funds › JOHNSON & JOHNSON ADD 0.1% -0.0% 0.4 1,535 +20 5
AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD 0.1% -0.0% 0.4 7,323 +0 2
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 0.4 1,394 +58 5
MO funds › ALTRIA GROUP INC ADD 0.1% -0.0% 0.3 4,506 +15 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.1% -0.0% 0.3 1,340 +6 3
CHAT funds › TIDAL TRUST II NEW 0.1% +0.1% 0.3 3,085 +3,085 1
BKR funds › BAKER HUGHES COMPANY ADD 0.1% -0.0% 0.3 5,462 +9 5
XOVR funds › ENTREPRENEURSHARES SERIES TR NEW 0.1% +0.1% 0.3 13,098 +13,098 1
RTX funds › RTX CORPORATION ADD 0.1% -0.0% 0.3 1,395 +29 4
ECL funds › ECOLAB INC ADD 0.1% -0.0% 0.3 936 +42 5
KO funds › COCA COLA CO ADD 0.1% -0.0% 0.3 3,191 +157 5
PG funds › PROCTER & GAMBLE CO ADD 0.1% -0.0% 0.3 1,750 +84 5
CVX funds › CHEVRON CORPORATION ADD 0.0% -0.0% 0.3 1,526 +65 4
FCX funds › FREEPORT MCMORAN INC ADD 0.0% -0.0% 0.3 4,002 +167 3
ETN funds › EATON CORP PLC NEW 0.0% +0.0% 0.2 584 +584 1
GLW funds › CORNING INC NEW 0.0% +0.0% 0.2 961 +961 1
QTUM funds › ETF SER SOLUTIONS NEW 0.0% +0.0% 0.2 1,463 +1,463 1
SIGI funds › SELECTIVE INS GROUP INC NEW 0.0% +0.0% 0.2 2,435 +2,435 1
REMX funds › VANECK ETF TRUST HOLD 0.0% -0.0% 0.2 2,655 +0 2
VOO funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 333 +333 1
DXJ funds › WISDOMTREE TR ADD 0.0% -0.0% 0.2 1,278 +8 2
TROW funds › PRICE T ROWE GROUP INC NEW 0.0% +0.0% 0.2 1,914 +1,914 1
PPL funds › PPL CORP ADD 0.0% -0.0% 0.2 5,963 +27 2
VLUE funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,063 +1,063 1
GRNY funds › TIDAL TRUST I NEW 0.0% +0.0% 0.2 7,399 +7,399 1
EWC funds › ISHARES INC NEW 0.0% +0.0% 0.2 3,511 +3,511 1
VBR funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 833 +833 1
XLG funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.2 3,268 +3,268 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.6% 0.0 0 -10,906 0
LDOS funds › LEIDOS HOLDINGS INC EXIT 0.0% -0.2% 0.0 0 -6,978 0
ANET funds › ARISTA NETWORKS INC EXIT 0.0% -0.2% 0.0 0 -7,562 0
VST funds › VISTRA CORP EXIT 0.0% -0.3% 0.0 0 -9,936 0
META funds › META PLATFORMS INC EXIT 0.0% -0.2% 0.0 0 -1,900 0
XLC funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.6% 0.0 0 -23,094 0
UGL funds › PROSHARES TR II EXIT 0.0% -0.1% 0.0 0 -7,309 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 513 107 0.08 65% 0.060 0.680 in
2026Q1 446 95 0.06 67% 0.063 0.723 in
2025Q4 450 104 0.16 68% 0.064 0.490 in
2025Q3 445 102 0.03 68% 0.071 0.746 in
2025Q2 417 97 0.17 68% 0.072 0.501 entered
2025Q1 385 100 0.00 66% 0.074 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status