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
426
$242K ﹤0.01%
2,227
+487
427
$241K ﹤0.01%
408
-22
428
$240K ﹤0.01%
1,650
-940
429
$237K ﹤0.01%
1,712
-1,760
430
$237K ﹤0.01%
2,883
-8,744
431
$236K ﹤0.01%
8,122
+654
432
$231K ﹤0.01%
+6,203
433
$231K ﹤0.01%
937
+211
434
$230K ﹤0.01%
2,370
-200
435
$228K ﹤0.01%
+562
436
$220K ﹤0.01%
2,176
-45
437
$219K ﹤0.01%
9,725
+597
438
$213K ﹤0.01%
5,213
-919
439
$213K ﹤0.01%
+3,870
440
$209K ﹤0.01%
1,038
+424
441
$199K ﹤0.01%
3,730
+110
442
$199K ﹤0.01%
6,451
-351
443
$190K ﹤0.01%
+6,532
444
$180K ﹤0.01%
+3,983
445
$174K ﹤0.01%
+38,610
446
$168K ﹤0.01%
6,388
+4,683
447
$166K ﹤0.01%
9,143
+1,205
448
$164K ﹤0.01%
+4,187
449
$147K ﹤0.01%
1,980
-160
450
$143K ﹤0.01%
1,325
+62