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
26
$33.3M 0.64%
141,120
-6,164
27
$32.5M 0.62%
237,685
-19,608
28
$32.5M 0.62%
72,758
+1,810
29
$32.4M 0.62%
446,616
-56,161
30
$32.4M 0.62%
478,348
+278,533
31
$32M 0.61%
942,075
-63,864
32
$31.3M 0.6%
+1,252,700
33
$31.1M 0.59%
460,690
-142,280
34
$30.5M 0.58%
258,690
+6,684
35
$29.6M 0.57%
118,469
-480
36
$28.7M 0.55%
144,276
+12,071
37
$28.5M 0.54%
161,601
-428
38
$28.2M 0.54%
7,118
+305
39
$27.7M 0.53%
438,998
-61,402
40
$27.6M 0.53%
351,900
-2,999
41
$26.8M 0.51%
233,157
+57,964
42
$26.3M 0.5%
123,253
+22,222
43
$25.8M 0.49%
158,781
-18,912
44
$25.6M 0.49%
175,365
+112,248
45
$25.5M 0.49%
115,645
-20,511
46
$24.6M 0.47%
242,865
-16,395
47
$23.8M 0.45%
+306,800
48
$23.8M 0.45%
144,110
-86,654
49
$22.7M 0.43%
66,004
-9,317
50
$22.2M 0.42%
567,005
+29,475
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