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
276
$1.06M 0.03%
18,943
+7,631
277
$1.05M 0.03%
19,712
+4,279
278
$1.05M 0.03%
16,663
+11,011
279
$1.05M 0.03%
9,701
-1,186
280
$1.04M 0.03%
36,109
-101,070
281
$1M 0.03%
62,551
+33,508
282
$981K 0.03%
4,843
+115
283
$957K 0.03%
6,416
-11,872
284
$954K 0.03%
11,073
-745
285
$950K 0.03%
2,937
+1,362
286
$918K 0.02%
+8,130
287
$914K 0.02%
18,466
+4,948
288
$910K 0.02%
+11,619
289
$906K 0.02%
152
+1
290
$905K 0.02%
4,518
+2,360
291
$887K 0.02%
6,145
+1,950
292
$882K 0.02%
796
+91
293
$874K 0.02%
26,964
+9,750
294
$867K 0.02%
+13,629
295
$860K 0.02%
49,506
+18,124
296
$852K 0.02%
12,882
+3,368
297
$848K 0.02%
+8,867
298
$842K 0.02%
+18,210
299
$823K 0.02%
12,742
+7,579
300
$799K 0.02%
4,813
-842
10 11
12
13 14