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
401
$50K ﹤0.01%
+996
402
$50K ﹤0.01%
+608
403
$50K ﹤0.01%
365
+272
404
$50K ﹤0.01%
+549
405
$50K ﹤0.01%
367
+213
406
$49K ﹤0.01%
1,542
+1,168
407
$49K ﹤0.01%
831
+634
408
$49K ﹤0.01%
800
409
$49K ﹤0.01%
797
+601
410
$48K ﹤0.01%
193
+151
411
$48K ﹤0.01%
+903
412
$48K ﹤0.01%
+1,481
413
$48K ﹤0.01%
925
+571
414
$48K ﹤0.01%
286
415
$48K ﹤0.01%
155
-195
416
$47K ﹤0.01%
617
+478
417
$47K ﹤0.01%
2,805
+2,020
418
$45K ﹤0.01%
+1,453
419
$43K ﹤0.01%
1,355
+1,062
420
$41K ﹤0.01%
166
-77
421
$41K ﹤0.01%
+215
422
$37K ﹤0.01%
600
-130
423
$36K ﹤0.01%
1,090
-6,749
424
$36K ﹤0.01%
262
-1,581
425
$34K ﹤0.01%
+5,810
15 16
17
18 19