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
301
$953K 0.02%
17,806
+146
302
$936K 0.02%
7,988
-1,579
303
$919K 0.02%
+11,714
304
$911K 0.02%
37,200
305
$907K 0.02%
12,693
+12,668
306
$907K 0.02%
7,865
-611
307
$892K 0.02%
1,909
-78
308
$883K 0.02%
17,372
-14,211
309
$875K 0.02%
13,752
-28,899
310
$868K 0.02%
4,119
-6,699
311
$864K 0.02%
6,927
-2,304
312
$861K 0.02%
6,096
-56,014
313
$848K 0.02%
7,959
+4,957
314
$847K 0.02%
6,142
-1,086
315
$841K 0.02%
8,469
-89,205
316
$837K 0.02%
14,509
+10,173
317
$820K 0.02%
+5,624
318
$804K 0.02%
18,239
-2,575
319
$790K 0.02%
11,004
+6,397
320
$784K 0.02%
4,241
-109
321
$766K 0.01%
3,940
-106,495
322
$763K 0.01%
3,147
323
$761K 0.01%
17,794
-4,003
324
$758K 0.01%
9,667
+8,049
325
$753K 0.01%
10,866
+385
11 12
13
14 15