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
101
$7.32M 0.19%
8,897
-486
102
$7.11M 0.19%
169,284
+143,396
103
$7.01M 0.19%
132,680
+17,900
104
$6.92M 0.18%
74,160
+35,574
105
$6.89M 0.18%
47,273
-39,371
106
$6.89M 0.18%
46,644
+319
107
$6.86M 0.18%
223,043
+47,463
108
$6.83M 0.18%
105,340
+4,524
109
$6.83M 0.18%
48,631
+15,530
110
$6.8M 0.18%
34,583
+4,676
111
$6.75M 0.18%
25,616
-44
112
$6.72M 0.18%
31,525
-8,585
113
$6.67M 0.18%
26,135
+20,520
114
$6.61M 0.17%
+263,741
115
$6.49M 0.17%
52,405
+50,925
116
$6.49M 0.17%
103,780
+2,940
117
$6.48M 0.17%
8,921
+11
118
$6.41M 0.17%
+16,924
119
$6.41M 0.17%
139,260
-60,970
120
$6.33M 0.17%
81,124
+16,984
121
$6.21M 0.16%
91,297
+23,804
122
$6.09M 0.16%
4,807
+1,227
123
$6.07M 0.16%
61,917
+14,915
124
$6.02M 0.16%
+12,440
125
$5.91M 0.16%
169,331
+5,260
3 4
5
6 7