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
126
$6.25M 0.12%
27,948
+1,188
127
$6.2M 0.12%
30,967
+1,213
128
$6.03M 0.12%
343,020
+37,180
129
$5.93M 0.11%
10,515
+459
130
$5.85M 0.11%
39,526
-46,579
131
$5.81M 0.11%
32,913
+4,519
132
$5.72M 0.11%
177,580
+7,546
133
$5.7M 0.11%
7,530
-2,397
134
$5.65M 0.11%
22,847
+2,748
135
$5.56M 0.11%
16,824
+7,392
136
$5.47M 0.1%
32,794
+1,924
137
$5.42M 0.1%
108,545
+10,765
138
$5.34M 0.1%
10,964
+682
139
$5.3M 0.1%
27,280
-5,359
140
$5.28M 0.1%
+156,700
141
$5.21M 0.1%
+250,064
142
$5.2M 0.1%
+20,470
143
$5.17M 0.1%
85,813
-8,903
144
$5.17M 0.1%
56,483
-19,530
145
$5.16M 0.1%
13,801
-1,156
146
$5.15M 0.1%
35,412
-50,958
147
$5.12M 0.1%
+137,680
148
$5.12M 0.1%
94,533
+4,192
149
$5.09M 0.1%
105,780
+9,010
150
$4.86M 0.09%
27,941
-1,635