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
326
$741K 0.01%
9,982
+9,511
327
$731K 0.01%
4,902
+1,984
328
$707K 0.01%
16,631
-45,086
329
$699K 0.01%
38,879
-7,815
330
$683K 0.01%
6,900
-3,600
331
$646K 0.01%
3,738
+264
332
$638K 0.01%
+10,637
333
$637K 0.01%
4,070
-6,251
334
$605K 0.01%
14,711
-8,187
335
$604K 0.01%
1,336
-73
336
$587K 0.01%
1,998
-109
337
$585K 0.01%
+15,052
338
$578K 0.01%
23,650
+166
339
$577K 0.01%
+5,291
340
$576K 0.01%
3,466
+307
341
$576K 0.01%
4,158
+228
342
$572K 0.01%
+2,103
343
$568K 0.01%
7,596
-14,172
344
$562K 0.01%
2,108
-1,384
345
$560K 0.01%
7,594
-413
346
$540K 0.01%
+21,628
347
$537K 0.01%
30,733
-1,674
348
$532K 0.01%
27,137
-9,784
349
$503K 0.01%
17,965
-1,124
350
$498K 0.01%
+26,582
12 13
14
15 16