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
376
$99K ﹤0.01%
3,110
+2,763
377
$99K ﹤0.01%
776
+632
378
$95K ﹤0.01%
1,832
-2,156
379
$93K ﹤0.01%
+692
380
$93K ﹤0.01%
850
+692
381
$88K ﹤0.01%
2,546
-446
382
$87K ﹤0.01%
381
-38
383
$83K ﹤0.01%
1,310
-5,547
384
$79K ﹤0.01%
+917
385
$75K ﹤0.01%
1,560
+220
386
$72K ﹤0.01%
1,490
-1,390
387
$67K ﹤0.01%
1,060
-140
388
$54K ﹤0.01%
1,317
-779
389
$53K ﹤0.01%
1,218
-3,925
390
$53K ﹤0.01%
+854
391
$53K ﹤0.01%
+570
392
$53K ﹤0.01%
+804
393
$53K ﹤0.01%
712
+559
394
$52K ﹤0.01%
+299
395
$52K ﹤0.01%
+1,029
396
$52K ﹤0.01%
+379
397
$52K ﹤0.01%
353
+291
398
$51K ﹤0.01%
3,925
+3,097
399
$51K ﹤0.01%
471
+272
400
$50K ﹤0.01%
546
+413
14 15
16
17 18