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
201
$2.9M 0.06%
42,264
+2,112
202
$2.87M 0.05%
72,076
+54,136
203
$2.81M 0.05%
66,582
+25,762
204
$2.79M 0.05%
55,965
+14,227
205
$2.76M 0.05%
8,576
+400
206
$2.73M 0.05%
9,099
-3,376
207
$2.71M 0.05%
3,009
+1,449
208
$2.67M 0.05%
37,426
+4,324
209
$2.67M 0.05%
27,123
+3,066
210
$2.61M 0.05%
+6,070
211
$2.55M 0.05%
22,302
-542
212
$2.53M 0.05%
5,927
+526
213
$2.48M 0.05%
52,589
+24,209
214
$2.47M 0.05%
3,136
+2,100
215
$2.34M 0.04%
49,412
+44,207
216
$2.34M 0.04%
18,067
-213
217
$2.34M 0.04%
+18,780
218
$2.33M 0.04%
7,267
-436
219
$2.29M 0.04%
21,429
+958
220
$2.28M 0.04%
8,880
-52,102
221
$2.25M 0.04%
32,003
+24,113
222
$2.21M 0.04%
22,064
+17,084
223
$2.2M 0.04%
21,918
-781
224
$2.2M 0.04%
17,062
-7,715
225
$2.17M 0.04%
+54,528
7 8
9
10 11