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
251
$1.45M 0.04%
1,716
252
$1.44M 0.04%
46,182
+18,862
253
$1.44M 0.04%
7,176
-14,040
254
$1.43M 0.04%
2,063
+520
255
$1.35M 0.04%
17,970
+8,781
256
$1.35M 0.04%
18,266
+347
257
$1.34M 0.04%
19,288
-471
258
$1.33M 0.04%
524
-539
259
$1.33M 0.04%
4,024
-418
260
$1.32M 0.03%
40,141
+30,672
261
$1.32M 0.03%
28,465
+12,807
262
$1.31M 0.03%
17,328
+7,726
263
$1.25M 0.03%
19,614
+1,975
264
$1.25M 0.03%
40,867
-1,980
265
$1.24M 0.03%
33,750
-33,200
266
$1.24M 0.03%
+22,559
267
$1.21M 0.03%
17,118
+5,474
268
$1.21M 0.03%
15,016
+3,689
269
$1.2M 0.03%
52,320
+1,800
270
$1.17M 0.03%
34,605
+6,746
271
$1.13M 0.03%
9,875
-401
272
$1.12M 0.03%
+20,324
273
$1.1M 0.03%
5,422
+2,709
274
$1.1M 0.03%
37,804
+9,805
275
$1.09M 0.03%
7,128
+649
9 10
11
12 13