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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
$992M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$31.2M
3
+$9.4M
4
VV icon
Vanguard Large-Cap ETF
VV
+$8.22M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$5.22M

Top Sells

1
+$62.3M
2
+$1.98M
3
+$1.85M
4
EA icon
Electronic Arts
EA
+$1.85M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.31M

Sector Composition

1 Technology 9.21%
2 Healthcare 3.15%
3 Industrials 3.13%
4 Financials 3.05%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.46K ﹤0.01%
3
352
$1.37K ﹤0.01%
2
353
$1.32K ﹤0.01%
11
+5
354
$1.3K ﹤0.01%
4
355
$1.28K ﹤0.01%
3
356
$1.2K ﹤0.01%
5
357
$1.17K ﹤0.01%
7
358
$1.17K ﹤0.01%
8
359
$1.17K ﹤0.01%
1
360
$1.14K ﹤0.01%
5
-1
361
$1.08K ﹤0.01%
1
362
$1.06K ﹤0.01%
5
-9
363
$1.05K ﹤0.01%
11
364
$1.04K ﹤0.01%
3
+1
365
$991 ﹤0.01%
8
366
$967 ﹤0.01%
+3
367
$938 ﹤0.01%
5
368
$922 ﹤0.01%
1
369
$894 ﹤0.01%
8
370
$847 ﹤0.01%
3
+1
371
$844 ﹤0.01%
2
372
$814 ﹤0.01%
4
373
$811 ﹤0.01%
3
+1
374
$809 ﹤0.01%
18
375
$805 ﹤0.01%
12
13 14
15
16 17