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
26
$31M 0.82%
224,065
+18,744
27
$30.8M 0.81%
580,815
+431,184
28
$28.5M 0.75%
77,953
+11,088
29
$27.1M 0.72%
491,806
-512,612
30
$25.6M 0.68%
185,599
-90,901
31
$25.2M 0.66%
+1,007,729
32
$24.5M 0.65%
208,189
-33,819
33
$24M 0.63%
129,965
+65,725
34
$24M 0.63%
55,084
+5,058
35
$23.9M 0.63%
90,614
+4,445
36
$23.8M 0.63%
345,886
-13,060
37
$23.4M 0.62%
106,238
+11,581
38
$23M 0.61%
154,456
+7,199
39
$22.7M 0.6%
133,831
+40,023
40
$21.3M 0.56%
330,740
-174
41
$21.2M 0.56%
49,652
-41,542
42
$21.2M 0.56%
47,586
-4,234
43
$21.1M 0.56%
476,625
+88,936
44
$21.1M 0.56%
150,331
+76,331
45
$20.2M 0.53%
196,511
+32,967
46
$20.1M 0.53%
345,888
+4,191
47
$19.1M 0.51%
232,059
-11,685
48
$18.6M 0.49%
67,994
+444
49
$18.5M 0.49%
245,595
-262,382
50
$17.9M 0.47%
202,169
+8,542
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