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IAS

IMA Advisory Services Portfolio holdings

AUM $1.02B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.89M
3
+$2.42M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.98M
5
LYB icon
LyondellBasell Industries
LYB
+$1.84M

Top Sells

1
+$2.93M
2
+$1.73M
3
+$1.5M
4
CW icon
Curtiss-Wright
CW
+$1.48M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.38M

Sector Composition

1 Healthcare 12.11%
2 Financials 12.08%
3 Technology 9.73%
4 Industrials 7.37%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
+86
277
$9K ﹤0.01%
+527
278
$9K ﹤0.01%
+241
279
$9K ﹤0.01%
+992
280
$9K ﹤0.01%
+323
281
$9K ﹤0.01%
+60
282
$9K ﹤0.01%
+132
283
$8K ﹤0.01%
+549
284
$8K ﹤0.01%
+348
285
$8K ﹤0.01%
+745
286
$8K ﹤0.01%
+50
287
$7K ﹤0.01%
+56
288
$7K ﹤0.01%
+1
289
$7K ﹤0.01%
+40
290
$6K ﹤0.01%
+137
291
$6K ﹤0.01%
+131
292
$6K ﹤0.01%
+121
293
$6K ﹤0.01%
+128
294
$6K ﹤0.01%
+112
295
$6K ﹤0.01%
+191
296
$6K ﹤0.01%
+270
297
$6K ﹤0.01%
+153
298
$6K ﹤0.01%
+98
299
$6K ﹤0.01%
+34
300
$6K ﹤0.01%
+220
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