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
401
$255K 0.01%
+3,653
402
$255K 0.01%
4,294
-1,018
403
$254K 0.01%
14,740
-279
404
$251K 0.01%
+6,606
405
$250K 0.01%
+2,310
406
$250K 0.01%
+6,152
407
$249K 0.01%
9,300
-535
408
$248K 0.01%
1,460
-19,215
409
$248K 0.01%
+7,464
410
$247K 0.01%
+26,972
411
$246K 0.01%
3,308
+424
412
$246K 0.01%
+1,725
413
$244K 0.01%
1,725
-24,314
414
$243K 0.01%
+1,990
415
$243K 0.01%
7,252
-2,697
416
$242K 0.01%
5,880
+456
417
$239K 0.01%
8,592
+626
418
$239K 0.01%
14,935
+2,124
419
$237K 0.01%
1,069
+80
420
$234K 0.01%
2,870
-35,180
421
$234K 0.01%
6,265
-4,781
422
$231K 0.01%
1,694
-90
423
$229K 0.01%
2,200
+112
424
$229K 0.01%
3,971
-3,962
425
$229K 0.01%
+1,346
15 16
17
18 19