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
351
$490K 0.01%
5,004
+3,127
352
$483K 0.01%
15,026
-818
353
$478K 0.01%
1,279
+26
354
$473K 0.01%
7,809
+3,906
355
$472K 0.01%
2,036
-40
356
$469K 0.01%
+3,324
357
$440K 0.01%
1,706
-93
358
$433K 0.01%
1,493
-1,411
359
$417K 0.01%
7,053
+976
360
$407K 0.01%
+4,850
361
$403K 0.01%
+12,049
362
$402K 0.01%
7,516
-1,978
363
$402K 0.01%
1,829
+382
364
$395K 0.01%
+4,749
365
$379K 0.01%
5,706
+206
366
$376K 0.01%
2,064
-112
367
$375K 0.01%
+2,360
368
$371K 0.01%
+125
369
$368K 0.01%
2,368
-129
370
$361K 0.01%
2,609
-10,764
371
$356K 0.01%
4,517
-246
372
$348K 0.01%
4,271
+59
373
$346K 0.01%
2,558
-139
374
$345K 0.01%
3,858
-12,547
375
$339K 0.01%
2,423
-230
13 14
15
16 17