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
51
$17.7M 0.47%
332,469
+10,071
52
$17.6M 0.46%
192,758
+43,191
53
$17.2M 0.46%
49,545
+10,146
54
$17.2M 0.45%
627,708
+43,434
55
$16.9M 0.45%
62,903
+15,342
56
$16.8M 0.44%
242,469
+50,855
57
$15.8M 0.42%
110,896
+80,091
58
$15.4M 0.41%
270,719
+35,610
59
$15.3M 0.4%
184,535
+49,058
60
$14.4M 0.38%
4,674
+357
61
$14.2M 0.37%
101,650
-11,640
62
$14.1M 0.37%
374,370
-85,680
63
$14M 0.37%
433,236
+51,080
64
$13.9M 0.37%
150,654
+23,019
65
$13.9M 0.37%
156,924
+87,573
66
$13.9M 0.37%
118,550
-27,984
67
$13.8M 0.36%
81,917
-7,380
68
$13.5M 0.36%
25,070
+1,330
69
$13.2M 0.35%
98,539
+4,030
70
$12.8M 0.34%
19,827
-10,384
71
$12.5M 0.33%
98,493
+27,087
72
$12.4M 0.33%
349,084
+91,849
73
$12.2M 0.32%
21,772
+5,174
74
$12.1M 0.32%
23,773
+3,850
75
$12M 0.32%
75,682
+16,046
1 2
3
4 5