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
$5.24B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$58.6M
2
+$47.1M
3
+$44.2M
4
V icon
Visa
V
+$41.1M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$31.3M

Top Sells

1
+$32.6M
2
+$31.9M
3
+$20.7M
4
META icon
Meta Platforms (Facebook)
META
+$20.2M
5
AVGO icon
Broadcom
AVGO
+$20.1M

Sector Composition

1 Technology 33.39%
2 Communication Services 11.05%
3 Healthcare 10.19%
4 Financials 9.11%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.15M 0.04%
9,861
-2,454
227
$2.09M 0.04%
12,276
+8,020
228
$2.08M 0.04%
11,699
+7,014
229
$2.03M 0.04%
12,485
+2,591
230
$2.02M 0.04%
3,453
+319
231
$2M 0.04%
29,946
+3,802
232
$1.99M 0.04%
6,047
-794
233
$1.98M 0.04%
8,538
-2,133
234
$1.96M 0.04%
40,204
+23,933
235
$1.91M 0.04%
40,496
-105,116
236
$1.9M 0.04%
+11,611
237
$1.88M 0.04%
10,902
+3,931
238
$1.8M 0.03%
7,205
+424
239
$1.79M 0.03%
240,711
+11,473
240
$1.77M 0.03%
25,955
-645
241
$1.77M 0.03%
26,632
-11,940
242
$1.76M 0.03%
42,357
-72,216
243
$1.75M 0.03%
23,637
+12,544
244
$1.75M 0.03%
27,384
+5,970
245
$1.74M 0.03%
21,291
+499
246
$1.73M 0.03%
3,847
+1,151
247
$1.73M 0.03%
6,607
+304
248
$1.72M 0.03%
9,446
-1,249
249
$1.71M 0.03%
+38,706
250
$1.7M 0.03%
7,142
+1,715
8 9
10
11 12