IAS

IMA Advisory Services Portfolio holdings

AUM $933M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Sells

1 +$3.21M
2 +$2.22M
3 +$2.19M
4
INTC icon
Intel
INTC
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Healthcare 12.47%
2 Technology 11.73%
3 Financials 11.51%
4 Industrials 8.41%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13K ﹤0.01%
420
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-10
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$11K ﹤0.01%
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$10K ﹤0.01%
177
+2
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$10K ﹤0.01%
332
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745
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1,092
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$10K ﹤0.01%
+153
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$9K ﹤0.01%
43
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$8K ﹤0.01%
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149
+2
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$8K ﹤0.01%
214
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$8K ﹤0.01%
77