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
176
$3.87M 0.07%
12,965
+1,589
177
$3.87M 0.07%
37,089
-752
178
$3.82M 0.07%
48,587
+36,382
179
$3.76M 0.07%
79,260
+47,431
180
$3.67M 0.07%
41,438
-1,280
181
$3.57M 0.07%
20,162
+1,748
182
$3.54M 0.07%
22,611
-1,745
183
$3.51M 0.07%
48,215
+5,294
184
$3.49M 0.07%
44,841
+2,055
185
$3.48M 0.07%
14,670
+5,947
186
$3.4M 0.06%
98,239
+4,320
187
$3.32M 0.06%
14,303
+645
188
$3.28M 0.06%
21,795
+187
189
$3.26M 0.06%
14,547
+1,936
190
$3.2M 0.06%
18,426
+299
191
$3.18M 0.06%
7,556
-69
192
$3.1M 0.06%
43,106
-307
193
$3.09M 0.06%
21,277
+714
194
$3.07M 0.06%
145,158
+89,136
195
$3.07M 0.06%
22,235
-1,147
196
$3.07M 0.06%
14,788
+7,463
197
$2.98M 0.06%
40,128
+1,753
198
$2.97M 0.06%
103,482
+25,900
199
$2.95M 0.06%
18,546
+1,524
200
$2.92M 0.06%
54,584
-12,417