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
151
$4.57M 0.12%
34,273
+2,686
152
$4.5M 0.12%
37,210
+6,170
153
$4.45M 0.12%
132,185
+48,089
154
$4.43M 0.12%
99,102
-118,144
155
$4.4M 0.12%
+26,740
156
$4.35M 0.11%
8,945
+440
157
$4.3M 0.11%
129,587
+12,470
158
$4.24M 0.11%
78,317
+25,279
159
$3.98M 0.11%
29,806
+3,510
160
$3.96M 0.1%
125,372
+29,394
161
$3.93M 0.1%
143,864
+24,146
162
$3.9M 0.1%
10,121
+2,585
163
$3.75M 0.1%
7,310
-1,062
164
$3.74M 0.1%
178,100
-250,000
165
$3.73M 0.1%
8,526
+1,746
166
$3.73M 0.1%
18,214
+1,126
167
$3.67M 0.1%
18,626
-5,540
168
$3.48M 0.09%
16,728
-2,538
169
$3.46M 0.09%
24,416
-4,161
170
$3.44M 0.09%
49,675
+2,850
171
$3.43M 0.09%
79,592
+20,704
172
$3.4M 0.09%
50,164
+342
173
$3.38M 0.09%
59,035
+12,584
174
$3.35M 0.09%
75,922
+3,267
175
$3.32M 0.09%
27,587
+10,769
5 6
7
8 9