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
$5.69B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$47.7M
3
+$31.4M
4
TDG icon
TransDigm Group
TDG
+$30.2M
5
V icon
Visa
V
+$30M

Top Sells

1
+$42.7M
2
+$40.2M
3
+$35.2M
4
LOW icon
Lowe's Companies
LOW
+$27.3M
5
AAPL icon
Apple
AAPL
+$26.2M

Sector Composition

1 Technology 31.2%
2 Healthcare 10.16%
3 Communication Services 9.79%
4 Consumer Discretionary 9.65%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
249
-249,815
477
– –
-2,872
478
– –
-1,336
479
– –
-23,637
480
– –
-2,050
481
– –
-125
482
– –
-12,049
483
– –
-38,610
484
– –
-147,640
485
– –
-363
486
– –
-7,503
487
– –
-1,745
488
– –
-2,297
489
– –
-8,199
490
– –
-2,609
491
– –
-9,725
492
– –
-1,279
493
– –
-1,784
494
– –
-319
495
– –
-33,470
496
– –
-1,310
497
– –
-5,203
498
– –
-92,680
499
– –
-7,809
500
– –
-156,700
18 19
20
21 22