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
426
$227K 0.01%
7,929
+1,088
427
$225K 0.01%
859
-65
428
$221K 0.01%
+3,463
429
$217K 0.01%
2,913
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430
$216K 0.01%
+2,926
431
$213K 0.01%
7,378
-77
432
$211K 0.01%
+3,770
433
$206K 0.01%
+533
434
$202K 0.01%
+2,197
435
$199K 0.01%
6,998
-617
436
$199K 0.01%
11,233
-2,852
437
$198K 0.01%
1,869
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438
$198K 0.01%
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439
$196K 0.01%
7,207
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440
$195K 0.01%
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441
$190K 0.01%
3,056
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442
$188K 0.01%
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443
$185K ﹤0.01%
828
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444
$172K ﹤0.01%
2,311
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445
$172K ﹤0.01%
+1,035
446
$161K ﹤0.01%
2,584
-26
447
$161K ﹤0.01%
+2,620
448
$161K ﹤0.01%
+4,360
449
$154K ﹤0.01%
+7,673
450
$153K ﹤0.01%
1,069
-834
16 17
18
19 20