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IAS

IMA Advisory Services Portfolio holdings

AUM $1.02B
1-Year Est. Return 18.66%
This Fund
S&P 500
This Quarter Est. Return
+2.81%
1 Year Est. Return
+18.66%
3 Year Est. Return
+55.71%
5 Year Est. Return
+61.12%
10 Year Est. Return
+232.92%
AUM
$175M
AUM Growth
+$15.5M
Cap. Flow
+$10.2M
Cap. Flow %
5.86%
Top 10 Hldgs %
27.75%
Holding
117
New
14
Increased
62
Reduced
17
Closed
9

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$4.05M
2
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$2.18M
3
SEB icon
Seaboard Corp
SEB
+$1.68M
4
WDC icon
Western Digital
WDC
+$1.37M
5
CVG
Convergys
CVG
+$918K

Sector Composition

Rank Sector Weight
1 Healthcare 13.87%
2 Consumer Discretionary 6.7%
3 Technology 6.18%
4 Financials 5.27%
5 Energy 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IGSB icon
101
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$252K 0.14%
4,770
PEP icon
102
PepsiCo
PEP
$186B
$246K 0.14%
2,265
CPB icon
103
Campbell Soup
CPB
$6.51B
$236K 0.13%
4,307
CUT icon
104
Invesco MSCI Global Timber ETF
CUT
$31.9M
$234K 0.13%
9,400
TYG
105
Tortoise Energy Infrastructure Corp
TYG
$1.14B
$222K 0.13%
+1,804
New +$223K
TRGP icon
106
Targa Resources
TRGP
$60.4B
$178K 0.1%
+3,621
New +$157K
GXP
107
DELISTED
Great Plains Energy Incorporated
GXP
$150K 0.09%
+5,500
New +$157K
TRQ
108
DELISTED
Turquoise Hill Resources Ltd
TRQ
$94K 0.05%
3,180
-530
-14% -$17.1K
AMAT icon
109
Applied Materials
AMAT
$426B
-8,644
Closed -$207K
CB icon
110
Chubb
CB
$140B
-31,361
Closed -$4.05M
GOOG icon
111
Alphabet (Google) Class C
GOOG
$3.9T
-17,880
Closed -$629K
LUMN icon
112
Lumen
LUMN
$6.53B
-10,410
Closed -$302K
SEB icon
113
Seaboard Corp
SEB
$4.52B
-599
Closed -$1.68M
VZ icon
114
Verizon
VZ
$194B
-15,120
Closed -$844K
WDC icon
115
Western Digital
WDC
$179B
-38,300
Closed -$1.37M
RDS.A
116
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
-6,280
Closed -$347K
CVG
117
DELISTED
Convergys
CVG
-36,710
Closed -$918K

Similar funds

IMA Advisory Services's Q3 2016 Portfolio in Review

As of Q3 2016, IMA Advisory Services held 117 positions worth $175M, up 9.7% from $159M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

IMA Advisory Services deployed $10.2M of net new capital in Q3 2016, opening 14 new positions and adding to 62 existing holdings. Its largest new stake was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019: 41,465 shares worth $5.65M.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was First Trust Europe AlphaDEX Fund, an estimated $2.18M trimmed.

  • IMA Advisory Services's largest Q3 2016 buy was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019: 41,465 shares worth $5.65M.
  • IMA Advisory Services added most to Invesco Bloomberg Pricing Power ETF in Q3 2016, an estimated $1.04M increase.
  • IMA Advisory Services's biggest Q3 2016 reduction was First Trust Europe AlphaDEX Fund, cutting an estimated $2.18M.
  • IMA Advisory Services fully exited Chubb in Q3 2016, selling an estimated $4.05M.
  • IMA Advisory Services's ten largest holdings make up 28% of its $175M portfolio in Q3 2016.
  • IMA Advisory Services opened 14 new positions and closed 9 in Q3 2016.
  • IMA Advisory Services's portfolio value rose 9.7% quarter-over-quarter to $175M.

Based on IMA Advisory Services's 13F filing for Q3 2016, filed 8 Dec 2016.