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
401
$278K 0.01%
+2,872
402
$278K 0.01%
1,512
-5,931
403
$271K 0.01%
2,297
+95
404
$270K 0.01%
7,503
-156
405
$270K 0.01%
5,003
-4,704
406
$270K 0.01%
+1,784
407
$265K 0.01%
2,220
-180
408
$264K 0.01%
+3,720
409
$262K 0.01%
+1,395
410
$262K 0.01%
+9,501
411
$261K 0.01%
3,043
-6,186
412
$260K 0.01%
4,882
+342
413
$260K 0.01%
682
+18
414
$258K ﹤0.01%
1,810
-150
415
$257K ﹤0.01%
2,440
-200
416
$256K ﹤0.01%
+1,541
417
$256K ﹤0.01%
995
-27,664
418
$256K ﹤0.01%
+4,826
419
$256K ﹤0.01%
+24,109
420
$253K ﹤0.01%
2,804
+583
421
$247K ﹤0.01%
1,423
-192
422
$244K ﹤0.01%
+5,030
423
$244K ﹤0.01%
+3,188
424
$243K ﹤0.01%
1,211
+168
425
$242K ﹤0.01%
2,050
+250