The Analysis of Industrial Alliance Investment Management Inc.'s Holdings & P&L

Currently, Industrial Alliance Investment Management Inc. holds 8 types of securities in its portfolio with a total value $167.3K. In the most recent quarter, they have increased their positions in N/A (+8.6K shares, valued at $5.0K), VCLT (+7.2K shares, valued at $541.010989010989), VGLT (+1.1K shares, valued at $59.01546391752577); decreased their positions in SPY (-6.7K shares, valued at $4.4K), IEUR (-10.3K shares, valued at $720.379600124498), VTI (-2.2K shares, valued at $718.5969355451438).

1M P&L

+2.1M+3.70%

3M P&L

+3.3M+6.07%

HY P&L

+5.5M+10.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A51.1K

100.0%

Top Industries by Stock Count

1N/A7 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Invesco QQQ Trust Series 1 Invesco QQQ Trust Series 1201.3K shares4.46%2026-03-312026-04-23

VTI VANGUARD TOTAL STOCK MARKET ETF63.2K shares-3.42%2026-03-312026-04-23

SPY State Street SPDR S&P 500 ETF Trust14.7K shares-31.34%2026-03-312026-04-23

VNQ VANGUARD REAL ESTATE ETF94.2K shares0.00%2026-03-312026-04-23

VEU VANGUARD FTSE ALL-WORLD EX-US ETF94.1K shares0.00%2026-03-312026-04-23

IEUR iShares Core MSCI Europe ETF67.5K shares-13.19%2026-03-312026-04-23

VCLT VANGUARD LONG-TERM CORPORATE BOND ETF13.2K shares121.58%2026-03-312026-04-23

VGLT Vanguard Long-Term Treasury ETF1.9K shares122.99%2026-03-312026-04-23