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
351
$455K 0.01%
11,215
-114,670
352
$453K 0.01%
2,813
+1,129
353
$429K 0.01%
+1,658
354
$422K 0.01%
3,391
+97
355
$414K 0.01%
1,873
+241
356
$412K 0.01%
13,430
-11,409
357
$410K 0.01%
+1,448
358
$410K 0.01%
+1,726
359
$405K 0.01%
6,900
-2,125
360
$401K 0.01%
+1,986
361
$389K 0.01%
+28,357
362
$383K 0.01%
2,202
+981
363
$379K 0.01%
1,064
-1,626
364
$375K 0.01%
+1,954
365
$368K 0.01%
2,414
+137
366
$360K 0.01%
29,006
+3,800
367
$358K 0.01%
22,215
-11,572
368
$352K 0.01%
3,304
-3,424
369
$348K 0.01%
14,116
-1,987
370
$346K 0.01%
+11,714
371
$339K 0.01%
5,710
-257
372
$336K 0.01%
1,236
+29
373
$335K 0.01%
2,188
-2,055
374
$334K 0.01%
1,695
+102
375
$332K 0.01%
8,194
-949
13 14
15
16 17