IAIM

Industrial Alliance Investment Management Portfolio holdings

AUM $166M
1-Year Est. Return 19.29%
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.59B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$17.5M
3
+$15.9M
4
AAPL icon
Apple
AAPL
+$12.6M
5
BAC icon
Bank of America
BAC
+$11.9M

Top Sells

1
+$20.3M
2
+$19.5M
3
+$16.5M
4
DIS icon
Walt Disney
DIS
+$12M
5
NTNX icon
Nutanix
NTNX
+$11.4M

Sector Composition

1 Technology 23.62%
2 Healthcare 18.13%
3 Financials 8.76%
4 Consumer Discretionary 7.98%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.01%
+2,234
352
$218K 0.01%
+4,506
353
$217K 0.01%
+2,482
354
$217K 0.01%
+4,056
355
$217K 0.01%
4,956
-50,873
356
$215K 0.01%
2,372
+159
357
$211K 0.01%
6,284
358
$200K 0.01%
5,856
-4,384
359
$197K 0.01%
147,115
-1,210
360
$194K 0.01%
5,114
-3,043
361
$186K 0.01%
+3,362
362
$180K 0.01%
1,813
363
$176K ﹤0.01%
1,631
-794
364
$171K ﹤0.01%
3,407
365
$133K ﹤0.01%
1,298
+706
366
$130K ﹤0.01%
9,500
367
$107K ﹤0.01%
+1,864
368
$104K ﹤0.01%
1,441
+1,198
369
$104K ﹤0.01%
7,555
+6,295
370
$103K ﹤0.01%
1,289
+1,042
371
$102K ﹤0.01%
+2,234
372
$102K ﹤0.01%
1,376
-1,188
373
$101K ﹤0.01%
1,211
+1,054
374
$101K ﹤0.01%
443
+389
375
$99K ﹤0.01%
706
+571
13 14
15
16 17