IAS

IMA Advisory Services Portfolio holdings

AUM $933M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Sells

1 +$3.13M
2 +$2.27M
3 +$1.38M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.23M
5
BABA icon
Alibaba
BABA
+$966K

Sector Composition

1 Healthcare 13.06%
2 Financials 12.49%
3 Technology 11.4%
4 Industrials 8.26%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6K ﹤0.01%
39
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$6K ﹤0.01%
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$6K ﹤0.01%
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+1
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$5K ﹤0.01%
+101
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$5K ﹤0.01%
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+40
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$4K ﹤0.01%
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$4K ﹤0.01%
2
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$4K ﹤0.01%
51
250
$4K ﹤0.01%
70