Latest Industrial Alliance Investment Management Inc. Stock Portfolio
About Industrial Alliance Investment Management Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Industrial Alliance Investment Management Inc. reported an equity portfolio of $125.4 Millions as of 31 Mar, 2025.
The top stock holdings of Industrial Alliance Investment Management Inc. are QQQ, VB, SPY. The fund has invested 59.6% of it's portfolio in INVESCO QQQ TRUST SERIES 1 and 14.8% of portfolio in VANGUARD TOTAL STOCK MARKET ETF.
They significantly reduced their stock positions in ISHARES CORE MSCI EUROPE ETF (ACWF), SPDR S&P 500 ETF TRUST (SPY) and VANGUARD TOTAL STOCK MARKET ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TRUST SERIES 1 (QQQ).
The top stock holdings of Industrial Alliance Investment Management Inc. are QQQ, VB, SPY. The fund has invested 59.6% of it's portfolio in INVESCO QQQ TRUST SERIES 1 and 14.8% of portfolio in VANGUARD TOTAL STOCK MARKET ETF.
They significantly reduced their stock positions in ISHARES CORE MSCI EUROPE ETF (ACWF), SPDR S&P 500 ETF TRUST (SPY) and VANGUARD TOTAL STOCK MARKET ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TRUST SERIES 1 (QQQ).
Industrial Alliance Investment Management Inc. Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| invesco qqq trust series 1 | 7.62 |
Additions to existing portfolio by Industrial Alliance Investment Management Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares core msci europe etf | -12.46 |
| spdr s&p 500 etf trust | -6.11 |
| vanguard total stock market etf | -0.99 |
Industrial Alliance Investment Management Inc. reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| QQQ | -8.2 % | |
| SPY | -4.2 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| QQQ | -6.7 M | |
| SPY | -0.6 M | |
Industrial Alliance Investment Management Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Industrial Alliance Investment Management Inc.
Last Reported on: 09 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACWF | ishares core msci europe etf | 4.14 | 86,364 | 5,195,000 | reduced | -12.46 | ||
| QQQ | invesco qqq trust series 1 | 59.61 | 159,383 | 74,738,000 | added | 7.62 | ||
| SPY | spdr s&p 500 etf trust | 10.04 | 22,510 | 12,592,000 | reduced | -6.11 | ||
| VB | vanguard total stock market etf | 14.76 | 67,327 | 18,504,000 | reduced | -0.99 | ||
| VB | vanguard real estate etf | 6.80 | 94,190 | 8,528,000 | unchanged | 0.00 | ||
| VEU | vanguard ftse all-world ex-us etf | 4.64 | 95,873 | 5,816,000 | unchanged | 0.00 | ||