AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Investment Advisory Group, LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 202.6% from $128.45M to $388.69M quarter-over-quarter. This drastic increase suggests a significant inflow of new capital rather than merely market appreciation, as the broad market indices did not double during this period. The portfolio consists of 194 holdings, indicating a high level of diversification. The...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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