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
276
$1.34M 0.03%
12,168
-5,511
277
$1.33M 0.03%
3,459
-1,247
278
$1.33M 0.03%
+27,365
279
$1.33M 0.03%
25,403
+1,409
280
$1.32M 0.03%
+6,555
281
$1.31M 0.03%
48,995
-3,311
282
$1.31M 0.02%
+42,840
283
$1.29M 0.02%
9,009
+1,917
284
$1.24M 0.02%
61,866
+48,561
285
$1.22M 0.02%
5,236
+1,633
286
$1.21M 0.02%
+84,896
287
$1.16M 0.02%
12,819
-4,448
288
$1.16M 0.02%
8,960
-266
289
$1.12M 0.02%
8,199
+327
290
$1.12M 0.02%
37,918
+967
291
$1.11M 0.02%
10,241
+823
292
$1.1M 0.02%
2,864
+1,779
293
$1.1M 0.02%
5,731
+1,803
294
$1.1M 0.02%
+12,245
295
$1.07M 0.02%
766
-85
296
$1.04M 0.02%
10,833
-2,869
297
$1.04M 0.02%
6,456
+2,958
298
$1.02M 0.02%
84,750
+3,720
299
$1.02M 0.02%
35,799
+11,837
300
$987K 0.02%
23,941
-28,998