IGAM

iA Global Asset Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 31.62%
This Quarter Est. Return
1 Year Est. Return
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$25.2M
3
+$22.9M
4
MSFT icon
Microsoft
MSFT
+$20.9M
5
UNH icon
UnitedHealth
UNH
+$13.4M

Top Sells

1
+$31.8M
2
+$30.2M
3
+$28.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$20.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$19.7M

Sector Composition

1 Technology 30.37%
2 Healthcare 14.01%
3 Consumer Discretionary 8.75%
4 Communication Services 8.4%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.89M 0.05%
12,160
+3,211
227
$1.88M 0.05%
12,077
+545
228
$1.85M 0.05%
17,078
+445
229
$1.85M 0.05%
21,349
+7,186
230
$1.83M 0.05%
15,130
+749
231
$1.82M 0.05%
10,900
-51,410
232
$1.77M 0.05%
20,356
+586
233
$1.75M 0.05%
11,209
-1,828
234
$1.74M 0.05%
28,771
-3,646
235
$1.72M 0.05%
28,382
-1,432
236
$1.7M 0.05%
7,395
+1,113
237
$1.67M 0.04%
45,017
+28,072
238
$1.67M 0.04%
21,690
-2,251
239
$1.65M 0.04%
40,180
-16,539
240
$1.6M 0.04%
71,955
+18,745
241
$1.6M 0.04%
24,205
+3,184
242
$1.55M 0.04%
52,540
-90
243
$1.54M 0.04%
5,372
-3,629
244
$1.52M 0.04%
14,737
-964
245
$1.52M 0.04%
12,672
-2,463
246
$1.5M 0.04%
4,352
+727
247
$1.48M 0.04%
21,196
+5,724
248
$1.46M 0.04%
13,604
-2,602
249
$1.45M 0.04%
12,969
+4,369
250
$1.45M 0.04%
32,028
+8,171
8 9
10
11 12