IAIM

Industrial Alliance Investment Management Portfolio holdings

AUM $176M
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$182K
3
+$63.3K
4
HUBS icon
HubSpot
HUBS
+$52.5K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$52.4K

Top Sells

1
+$275M
2
+$217M
3
+$89.8M
4
AVGO icon
Broadcom
AVGO
+$86.4M
5
AMZN icon
Amazon
AMZN
+$84M

Sector Composition

1 Technology 6.8%
2 Healthcare 3.61%
3 Financials 2.65%
4 Communication Services 2.12%
5 Consumer Discretionary 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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402
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404
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407
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408
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411
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415
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416
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417
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418
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419
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420
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421
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422
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423
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424
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425
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-147,305
15 16
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18 19