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
76
$12M 0.32%
41,019
+15,077
77
$11.9M 0.31%
170,749
-432,328
78
$11.7M 0.31%
49,743
+31,250
79
$11.6M 0.31%
154,386
+37,763
80
$11.1M 0.29%
+250,710
81
$10.9M 0.29%
97,945
+24,399
82
$10.8M 0.28%
23,486
+14,102
83
$10.7M 0.28%
61,156
-6,393
84
$10.7M 0.28%
51,269
+42,692
85
$10.5M 0.28%
102,067
+7,172
86
$10.5M 0.28%
48,696
+27,570
87
$10.1M 0.27%
113,042
+21,091
88
$9.86M 0.26%
132,514
-29,656
89
$9.31M 0.25%
84,631
+17,445
90
$9.22M 0.24%
38,342
+4,558
91
$8.95M 0.24%
84,457
-5,464
92
$8.8M 0.23%
198,983
+13,424
93
$8.59M 0.23%
19,513
+895
94
$8.44M 0.22%
18,395
+1,800
95
$8.42M 0.22%
176,919
96
$8.24M 0.22%
32,780
-5,963
97
$7.7M 0.2%
122,880
+23,610
98
$7.51M 0.2%
77,575
+10,625
99
$7.51M 0.2%
123,915
+18,915
100
$7.44M 0.2%
37,195
+6,982
2 3
4
5 6