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
376
$322K 0.01%
+2,059
377
$321K 0.01%
3,740
+272
378
$314K 0.01%
+8,814
379
$312K 0.01%
3,913
-37
380
$309K 0.01%
6,695
+382
381
$307K 0.01%
+1,763
382
$307K 0.01%
+1,399
383
$303K 0.01%
5,329
-1,289
384
$303K 0.01%
18,252
+47
385
$300K 0.01%
+5,919
386
$299K 0.01%
954
+92
387
$293K 0.01%
5,840
-110,320
388
$293K 0.01%
4,622
-5,537
389
$279K 0.01%
2,945
-4,981
390
$274K 0.01%
+2,424
391
$273K 0.01%
735
-736
392
$265K 0.01%
+1,794
393
$265K 0.01%
2,517
-2,363
394
$265K 0.01%
26,914
-25,571
395
$264K 0.01%
4,615
-229,746
396
$262K 0.01%
7,380
-14,995
397
$260K 0.01%
689
+63
398
$260K 0.01%
2,538
-168
399
$260K 0.01%
10,269
-30
400
$259K 0.01%
4,639
+380
14 15
16
17 18