IAS

IMA Advisory Services Portfolio holdings

AUM $992M
1-Year Est. Return 13.37%
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.92M
3
+$2.28M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.49M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$1.49M

Top Sells

1
+$3.09M
2
+$3.02M
3
+$2.34M
4
AGCO icon
AGCO
AGCO
+$2M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.97M

Sector Composition

1 Financials 13.71%
2 Healthcare 10.53%
3 Technology 7.46%
4 Energy 7.33%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
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