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
126
$5.89M 0.16%
85,479
+9,574
127
$5.89M 0.16%
42,897
+8,962
128
$5.76M 0.15%
24,380
+3,894
129
$5.73M 0.15%
98,081
+18,784
130
$5.67M 0.15%
62,280
-4,371
131
$5.53M 0.15%
42,972
+2,502
132
$5.49M 0.14%
12,475
+2,921
133
$5.43M 0.14%
58,800
-130,000
134
$5.43M 0.14%
26,245
+2,399
135
$5.39M 0.14%
44,848
+8,320
136
$5.33M 0.14%
+242,000
137
$5.28M 0.14%
45,764
+10,919
138
$5.24M 0.14%
61,660
+6,297
139
$5.06M 0.13%
61,980
+2,450
140
$4.9M 0.13%
87,622
-10,908
141
$4.89M 0.13%
+199,540
142
$4.88M 0.13%
17,877
+97
143
$4.84M 0.13%
83,103
+11,791
144
$4.81M 0.13%
42,573
+14,869
145
$4.8M 0.13%
90,306
+1,656
146
$4.8M 0.13%
51,599
-4,033
147
$4.73M 0.12%
10,871
+2,918
148
$4.7M 0.12%
80,057
+4,889
149
$4.62M 0.12%
87,314
+16,833
150
$4.62M 0.12%
43,666
+1,238
4 5
6
7 8