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
326
$603K 0.02%
8,370
-3,276
327
$603K 0.02%
14,264
-4,059
328
$600K 0.02%
7,681
-4,624
329
$589K 0.02%
3,606
+225
330
$575K 0.02%
6,080
-471
331
$564K 0.01%
3,427
+126
332
$561K 0.01%
+8,861
333
$549K 0.01%
25,512
-3,349
334
$549K 0.01%
3,757
-600
335
$547K 0.01%
6,401
-8,640
336
$537K 0.01%
5,065
-577
337
$532K 0.01%
4,019
-21,052
338
$531K 0.01%
6,787
+2,358
339
$531K 0.01%
4,254
-1,008
340
$529K 0.01%
+7,681
341
$528K 0.01%
11,077
-420
342
$523K 0.01%
7,807
+992
343
$516K 0.01%
9,064
-1,280
344
$512K 0.01%
+5,414
345
$512K 0.01%
+12,142
346
$509K 0.01%
18,809
-1,654
347
$491K 0.01%
8,820
+6,726
348
$478K 0.01%
4,399
-47
349
$477K 0.01%
1,264
-2
350
$472K 0.01%
18,368
+8,784
12 13
14
15 16