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
$843M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$54M
2 +$19.8M
3 +$12.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.5M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$10.1M

Sector Composition

1 Technology 7.45%
2 Healthcare 3.94%
3 Industrials 3.31%
4 Financials 3.02%
5 Consumer Discretionary 2.58%