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
376
$332K 0.01%
2,078
+88
377
$330K 0.01%
222
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378
$330K 0.01%
657
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379
$329K 0.01%
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381
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2,302
-45,429
382
$323K 0.01%
2,473
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$319K 0.01%
1,416
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384
$318K 0.01%
23,349
-1,271
385
$316K 0.01%
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386
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3,125
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387
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2,421
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389
$302K 0.01%
4,005
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390
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391
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554
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8,412
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394
$292K 0.01%
355
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395
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396
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1,745
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397
$284K 0.01%
+613
398
$283K 0.01%
1,110
-2,674
399
$281K 0.01%
37
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400
$280K 0.01%
1,423
-1,012