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
76
$11.6M 0.22%
42,929
+15,055
77
$11.5M 0.22%
36,655
+32,789
78
$11.5M 0.22%
50,266
+2,840
79
$11.4M 0.22%
47,723
+1,863
80
$11.3M 0.22%
150,901
-31,005
81
$11.3M 0.22%
37,741
+24,002
82
$11.2M 0.21%
10,645
-2,177
83
$11.2M 0.21%
71,716
+53,628
84
$11M 0.21%
157,218
+66,788
85
$11M 0.21%
82,895
-19,823
86
$10.9M 0.21%
13,226
-3,263
87
$10.8M 0.21%
63,618
+2,900
88
$10.5M 0.2%
152,839
-27,802
89
$10.3M 0.2%
77,337
+4,277
90
$10.2M 0.19%
53,021
+39,084
91
$9.94M 0.19%
56,752
+11,280
92
$9.84M 0.19%
86,800
+4,767
93
$9.71M 0.19%
148,316
-13,255
94
$9.64M 0.18%
99,290
-83,610
95
$9.61M 0.18%
152,440
+45,540
96
$9.56M 0.18%
5,817
+170
97
$9.49M 0.18%
30,852
-26,495
98
$9.39M 0.18%
7,349
-260
99
$9.37M 0.18%
147,640
-50,889
100
$9.19M 0.18%
136,450
-14,890
2 3
4
5 6