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
$388M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.49M
3
+$2.41M
4
BROS icon
Dutch Bros
BROS
+$1.61M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.51M

Top Sells

1
+$9.16M
2
+$2.44M
3
+$2.25M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.97M
5
CVS icon
CVS Health
CVS
+$1.92M

Sector Composition

1 Technology 15.03%
2 Healthcare 10.35%
3 Industrials 7.65%
4 Financials 5.24%
5 Consumer Discretionary 4.28%
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