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
301
$794K 0.02%
+4,686
302
$793K 0.02%
12,524
+2,961
303
$773K 0.02%
4,222
304
$761K 0.02%
+7,161
305
$760K 0.02%
6,044
+4,607
306
$758K 0.02%
17,906
-748
307
$745K 0.02%
12,300
308
$735K 0.02%
5,979
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309
$733K 0.02%
5,594
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310
$719K 0.02%
20,188
-1,199
311
$708K 0.02%
18,045
312
$704K 0.02%
22,217
-2,999
313
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7,130
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314
$700K 0.02%
9,555
-445
315
$697K 0.02%
7,185
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316
$690K 0.02%
4,815
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317
$687K 0.02%
2,694
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318
$672K 0.02%
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319
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20,897
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320
$621K 0.02%
5,917
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321
$617K 0.02%
2,690
-276
322
$614K 0.02%
22,878
-2,217
323
$612K 0.02%
+7,553
324
$612K 0.02%
5,275
+2,031
325
$610K 0.02%
2,877
-222
11 12
13
14 15