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
101
$8.9M 0.17%
68,651
+4,716
102
$8.69M 0.17%
259,645
-34,997
103
$8.68M 0.17%
22,660
+1,272
104
$8.55M 0.16%
32,970
-680
105
$8.54M 0.16%
82,172
+4,902
106
$8.36M 0.16%
154,634
-169,558
107
$8.25M 0.16%
17,126
+11,560
108
$8.16M 0.16%
79,253
+4,670
109
$7.49M 0.14%
129,134
+22,275
110
$7.44M 0.14%
81,088
+36,387
111
$7.43M 0.14%
353,100
112
$7.38M 0.14%
26,980
+10,310
113
$7.23M 0.14%
29,079
+605
114
$7.13M 0.14%
119,975
+30,243
115
$6.98M 0.13%
20,947
+5,394
116
$6.96M 0.13%
63,220
-24,990
117
$6.95M 0.13%
25,797
-3,819
118
$6.93M 0.13%
58,489
+1,335
119
$6.89M 0.13%
97,935
+3,660
120
$6.81M 0.13%
419,075
+313,535
121
$6.78M 0.13%
28,058
-6,046
122
$6.76M 0.13%
+95,410
123
$6.58M 0.13%
43,371
+2,208
124
$6.56M 0.13%
186,543
+44,738
125
$6.25M 0.12%
198,976
+49,854
3 4
5
6 7