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
201
$2.58M 0.07%
12,777
+3,410
202
$2.55M 0.07%
7,874
+3,040
203
$2.52M 0.07%
44,954
-4,018
204
$2.5M 0.07%
13,904
+5,215
205
$2.46M 0.07%
12,955
-1,116
206
$2.42M 0.06%
2,785
-555
207
$2.41M 0.06%
9,815
+499
208
$2.39M 0.06%
15,905
-1,213
209
$2.33M 0.06%
86,991
-24,331
210
$2.26M 0.06%
24,649
211
$2.23M 0.06%
25,947
-3,724
212
$2.21M 0.06%
203,164
+52,924
213
$2.19M 0.06%
20,349
+1,202
214
$2.18M 0.06%
5,467
+472
215
$2.15M 0.06%
7,234
+950
216
$2.11M 0.06%
37,670
-70
217
$2.08M 0.05%
+21,489
218
$2.05M 0.05%
10,110
+1,061
219
$2M 0.05%
16,685
-27,021
220
$1.97M 0.05%
9,825
+1,660
221
$1.96M 0.05%
15,875
-44,341
222
$1.95M 0.05%
4,779
-10,729
223
$1.95M 0.05%
18,338
+4,747
224
$1.95M 0.05%
6,379
+1,661
225
$1.89M 0.05%
20,579
+10,863
7 8
9
10 11