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
176
$3.32M 0.09%
15,645
+4,082
177
$3.29M 0.09%
48,558
+12,054
178
$3.29M 0.09%
93,082
+20,898
179
$3.28M 0.09%
31,723
+8,213
180
$3.24M 0.09%
49,540
-90
181
$3.24M 0.09%
21,388
-10,524
182
$3.23M 0.09%
42,941
+11,193
183
$3.22M 0.08%
36,455
-4,828
184
$3.15M 0.08%
18,842
-17,210
185
$3.13M 0.08%
82,955
+21,618
186
$3.1M 0.08%
12,071
+3,145
187
$3.08M 0.08%
9,740
+1,287
188
$3.02M 0.08%
34,711
+5,784
189
$2.99M 0.08%
19,284
+4,065
190
$2.92M 0.08%
26,805
+6,798
191
$2.91M 0.08%
+37,189
192
$2.89M 0.08%
45,454
-5,398
193
$2.88M 0.08%
40,516
+2,830
194
$2.79M 0.07%
25,256
+2,579
195
$2.79M 0.07%
66,376
-4,868
196
$2.78M 0.07%
23,108
+10,016
197
$2.76M 0.07%
232,420
+51,480
198
$2.64M 0.07%
+64,542
199
$2.62M 0.07%
34,036
+8,841
200
$2.58M 0.07%
37,912
+9,871
6 7
8
9 10