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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
$1.02B
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$2.22M
3
+$2.11M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.71M
5
ORCL icon
Oracle
ORCL
+$1.64M

Top Sells

1
+$2.75M
2
+$2.39M
3
+$2.13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.09M
5
LITE icon
Lumentum
LITE
+$1.9M

Sector Composition

1 Technology 9.18%
2 Industrials 3.32%
3 Financials 2.85%
4 Healthcare 2.85%
5 Consumer Discretionary 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ERIC icon
576
Ericsson
ERIC
$38.5B
$2.16K ﹤0.01%
192
-4
JOYY
577
JOYY Inc
JOYY
$3.44B
$2.16K ﹤0.01%
37
+1
PBR icon
578
Petrobras
PBR
$117B
$2.16K ﹤0.01%
104
-14
IVES
579
Dan IVES Wedbush AI Revolution ETF
IVES
$1.07B
$2.16K ﹤0.01%
76
CNK icon
580
Cinemark Holdings
CNK
$3.86B
$2.11K ﹤0.01%
74
-11
IONS icon
581
Ionis Pharmaceuticals
IONS
$12.1B
$2.1K ﹤0.01%
28
+23
SIRI icon
582
SiriusXM
SIRI
$9.29B
$2.1K ﹤0.01%
+91
KRC icon
583
Kilroy Realty
KRC
$4.47B
$2.1K ﹤0.01%
73
PODD icon
584
Insulet
PODD
$10.4B
$2.1K ﹤0.01%
10
-1
ROKU icon
585
Roku
ROKU
$17.3B
$2.08K ﹤0.01%
22
-1
VOD icon
586
Vodafone
VOD
$34.7B
$2.06K ﹤0.01%
137
-2
CX icon
587
Cemex
CX
$17B
$2.05K ﹤0.01%
179
-102
XYZ
588
Block Inc
XYZ
$39.7B
$2.05K ﹤0.01%
34
HMC icon
589
Honda
HMC
$33.9B
$2.04K ﹤0.01%
84
-13
PBH icon
590
Prestige Consumer Healthcare
PBH
$2.33B
$2.02K ﹤0.01%
34
MFA
591
MFA Financial
MFA
$936M
$2.01K ﹤0.01%
202
-8
PSX icon
592
Phillips 66
PSX
$72.9B
$2K ﹤0.01%
11
+6
DECK icon
593
Deckers Outdoor
DECK
$15.4B
$2K ﹤0.01%
+20
IFX
594
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$1.99K ﹤0.01%
44
-3
UGI icon
595
UGI
UGI
$7.46B
$1.99K ﹤0.01%
54
-61
CCL icon
596
Carnival Corporation Ltd
CCL
$36B
$1.97K ﹤0.01%
76
+6
IP icon
597
International Paper
IP
$16.9B
$1.96K ﹤0.01%
55
+11
INSM icon
598
Insmed
INSM
$19.9B
$1.96K ﹤0.01%
12
-12
FTAI icon
599
FTAI Aviation
FTAI
$23.2B
$1.96K ﹤0.01%
+8
GWRE icon
600
Guidewire Software
GWRE
$9.71B
$1.94K ﹤0.01%
13
-5
22 23
24
25 26