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
151
$4.83M 0.09%
71,088
+5,783
152
$4.71M 0.09%
+94,360
153
$4.7M 0.09%
+353,480
154
$4.61M 0.09%
+92,680
155
$4.6M 0.09%
240,869
+55,405
156
$4.6M 0.09%
+44,540
157
$4.54M 0.09%
51,782
+2,341
158
$4.53M 0.09%
33,470
+2,500
159
$4.47M 0.09%
37,648
+1,748
160
$4.46M 0.09%
57,203
+2,489
161
$4.45M 0.08%
133,167
-6,606
162
$4.35M 0.08%
32,260
-7,115
163
$4.34M 0.08%
34,478
+15,705
164
$4.3M 0.08%
44,357
-4,275
165
$4.3M 0.08%
187,520
-3,570
166
$4.27M 0.08%
43,735
+1,921
167
$4.23M 0.08%
14,149
+504
168
$4.22M 0.08%
30,267
-10,569
169
$4.21M 0.08%
19,918
-398
170
$4.17M 0.08%
91,613
-748
171
$4.16M 0.08%
17,286
+6,431
172
$4.08M 0.08%
37,495
+577
173
$4.08M 0.08%
20,358
+656
174
$4.01M 0.08%
29,340
+26,088
175
$4M 0.08%
36,294
+2,832
5 6
7
8 9