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International Assets Investment Management

International Assets Investment Management is an investment advisor in Orlando with $1.19B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260274224
SEC advisor number
801-68114
FINRA CRD number
144426
AUM ?
$1.19B (as of 30 Jul 21)
Accounts
5,343 (as of 30 Jul 21)
Employees
119 (119 investment advisory or research)
Address
International Assets Investment Management
390 NORTH ORANGE AVE
SUITE 750
ORLANDO
FL 32801
Phone
407-254-1500

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 496 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$50.23M 366.21K 805.63K -54.5
$25.1M 331.4K NEW
$18.15M 5.28K 9.61K -45.1
$14.35M 92.79K 199.31K -53.4
$13.09M 55.23K NEW
$9.73M 268.41K 586.12K -54.2
$7.71M 3.12K 5.97K -47.8
$7.26M 16.96K 30.73K -44.8
$7.11M 486.32K 944.27K -48.5
First TR Exchange-traded FD
$6.48M 141.86K 140.63K +0.9
$6.35M 21.77K 39.12K -44.4
$6.31M 86.3K NEW
$6.3M 7.91K 13.22K -40.2
$5.86M 92.38K NEW
$5.84M 16.8K 32.47K -48.3
$5.53M 97.75K 164.02K -40.4
Osi Etf TR
$5.47M 99.19K 306.31K -67.6
$4.76M 11.08K 21.57K -48.7
$4.37M 150.72K 75.17K +100.5
$4.16M 74.36K NEW
$3.91M 115.06K 220.61K -47.8
$3.86M 80.25K 25.03K +220.5
$3.85M 44.96K 88.58K -49.2
First TR NAS100 Eq Weighted
$3.79M 27.17K 57.66K -52.9
$3.66M 25.97K 49.43K -47.5
$3.37M 19.18K 31.35K -38.8
$3.33M 65.8K NEW
$3.19M 79.32K 250.36K -68.3
$3.11M 23.06K 52.53K -56.1
$3.07M 56.53K 83.64K -32.4
$3.01M 4.42K 8.48K -47.8
$2.99M 271.17K 534.81K -49.3
$2.89M 10.39K 18.85K -44.9
First TR Value Line Divid In
$2.85M 71.72K 113.54K -36.8
$2.77M 8.04K 16.86K -52.3
$2.72M 90.89K 138.1K -34.2
$2.7M 91.79K 185.01K -50.4
$2.59M 46.19K 86.1K -46.4
$2.49M 26.53K 29.75K -10.8
$2.48M 70.99K 208.38K -65.9
$2.47M 67.88K 131.62K -48.4
$2.39M 17.17K 38.06K -54.9
John Hancock Exchange Traded
$2.32M 44.76K 87.2K -48.7
$2.21M 9.39K 16.88K -44.4
$2.2M 36.69K 78.61K -53.3
$2.18M 28.81K NEW
$2.13M 20.75K 32.32K -35.8
$2.09M 63.18K 243.34K -74.0
$2.09M 97.15K 145.61K -33.3
$2.07M 9.04K 17.59K -48.6
Holdings list only includes long positions. Only includes long positions.

Calendar

19 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings