IAS
IMA Advisory Services Portfolio holdings
AUM
$933M
1-Year Return
12.05%
This Quarter Return
-1.92%
1 Year Return
+12.05%
3 Year Return
+59.5%
5 Year Return
+95.87%
10 Year Return
+202.77%
AUM
$843M
AUM Growth
+$12.6M
(+1.5%)
Cap. Flow
+$36M
Cap. Flow
% of AUM
4.27%
Top 10 Holdings %
Top 10 Hldgs %
48.15%
Holding
348
New
178
Increased
37
Reduced
96
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.45% |
| 2 | Healthcare | 3.94% |
| 3 | Industrials | 3.31% |
| 4 | Financials | 3.02% |
| 5 | Consumer Discretionary | 2.58% |
