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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
$240M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.89M
3
+$2.42M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.98M
5
LYB icon
LyondellBasell Industries
LYB
+$1.84M

Top Sells

1
+$2.93M
2
+$1.73M
3
+$1.5M
4
CW icon
Curtiss-Wright
CW
+$1.48M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.38M

Sector Composition

1 Healthcare 12.11%
2 Financials 12.08%
3 Technology 9.73%
4 Industrials 7.37%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.01%
+927
202
$24K 0.01%
+762
203
$24K 0.01%
+451
204
$24K 0.01%
+2,262
205
$24K 0.01%
+997
206
$24K 0.01%
+311
207
$23K 0.01%
+160
208
$23K 0.01%
+204
209
$23K 0.01%
+295
210
$23K 0.01%
+140
211
$22K 0.01%
+722
212
$21K 0.01%
+87
213
$21K 0.01%
+430
214
$21K 0.01%
+447
215
$20K 0.01%
+161
216
$20K 0.01%
+200
217
$20K 0.01%
+157
218
$19K 0.01%
+164
219
$19K 0.01%
+1,100
220
$18K 0.01%
+474
221
$18K 0.01%
+218
222
$18K 0.01%
+272
223
$18K 0.01%
+157
224
$17K 0.01%
+258
225
$17K 0.01%
+265
7 8
9
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