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
251
$1.69M 0.03%
9,647
+339
252
$1.67M 0.03%
12,051
-3,155
253
$1.65M 0.03%
10,322
+8,374
254
$1.6M 0.03%
6,287
-2,127
255
$1.58M 0.03%
3,124
+2,410
256
$1.56M 0.03%
18,155
-96,104
257
$1.56M 0.03%
10,274
+507
258
$1.52M 0.03%
7,749
+384
259
$1.52M 0.03%
9,615
+3,622
260
$1.52M 0.03%
12,058
+557
261
$1.51M 0.03%
9,552
-31
262
$1.49M 0.03%
24,674
-1,703
263
$1.47M 0.03%
7,232
+317
264
$1.47M 0.03%
43,493
+20,516
265
$1.43M 0.03%
2,777
-9,898
266
$1.42M 0.03%
11,521
+9,346
267
$1.41M 0.03%
+28,743
268
$1.41M 0.03%
46,299
+40,000
269
$1.39M 0.03%
17,846
-1,927
270
$1.37M 0.03%
23,219
-3,274
271
$1.37M 0.03%
37,545
+2,113
272
$1.36M 0.03%
4,724
-753
273
$1.35M 0.03%
+17,372
274
$1.34M 0.03%
39,763
-890
275
$1.34M 0.03%
14,945
-255
9 10
11
12 13