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
51
$21.2M 0.4%
445,853
+7,743
52
$20.8M 0.4%
91,934
+10,221
53
$20.5M 0.39%
46,010
+1,580
54
$20.3M 0.39%
22,380
-540
55
$19.9M 0.38%
33,471
+8,838
56
$19.7M 0.38%
42,110
-696
57
$19.2M 0.37%
24,413
+2,100
58
$18.9M 0.36%
96,368
+91,975
59
$18.5M 0.35%
28,081
+1,104
60
$18M 0.34%
102,373
61
$17.8M 0.34%
332,385
-34,972
62
$17.4M 0.33%
89,443
+4,005
63
$17.3M 0.33%
105,055
+22,763
64
$17.1M 0.33%
137,909
+17,661
65
$16.8M 0.32%
+245,858
66
$16.5M 0.31%
154,730
-18,620
67
$16.5M 0.31%
52,697
+214
68
$15.5M 0.3%
90,510
+7,718
69
$14.9M 0.28%
22,984
-10,068
70
$14.3M 0.27%
108,784
+5,059
71
$13.6M 0.26%
63,716
+61,779
72
$13.6M 0.26%
174,499
-18,099
73
$13M 0.25%
169,158
-11,382
74
$13M 0.25%
418,194
+20,921
75
$12.8M 0.24%
175,450
-8,612
1 2
3
4 5