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IAS
IMA Advisory Services Portfolio holdings
AUM
$1.02B
1-Year Est. Return
18.67%
This Fund
S&P 500
1 Year Est. Return
+18.67%
AUM
$158M
AUM Growth
-$52.4M
(-25%)
Holding
195
Top Buys
| 1 | +$2.71M | |
| 2 | +$2.61M | |
| 3 | +$1.88M | |
| 4 |
State Street SPDR Dow Jones International Real Estate ETF
RWX
|
+$1.82M |
| 5 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
+$1.12M |
Top Sells
| 1 | +$11.8M | |
| 2 | +$6.85M | |
| 3 | +$3.71M | |
| 4 |
iShares Select U.S. REIT ETF
ICF
|
+$1.7M |
| 5 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
+$897K |
Sector Composition
| 1 | Healthcare | 14.34% |
| 2 | Financials | 9.78% |
| 3 | Technology | 9.17% |
| 4 | Communication Services | 5.29% |
| 5 | Consumer Discretionary | 5.21% |