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U.S. Markets closed

S&P 500
4,109.31
+58.48(+1.44%)
Dow 30
33,274.15
+415.12(+1.26%)
Nasdaq
12,221.91
+208.43(+1.74%)
Russell 2000
1,802.48
+34.10(+1.93%)
Crude Oil
75.70
+1.33(+1.79%)
Gold
1,987.00
-10.70(-0.54%)

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IA Wealth Moderate Portfolio E5 (0P00017UST.TO)

Toronto - Toronto Delayed Price. Currency in CAD

8.71

0.00

(0.00%)

At close: 04:00PM EDT

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Overall Portfolio Composition (%)

Cash4.03%

Stocks36.45%

Bonds54.96%

Others0.15%

Preferred0.38%

Convertable4.03%

Sector Weightings (%)

Sector(s)

0P00017UST.TO

Basic Materials

2.64%

Consumer Cyclical

3.51%

Financial Services

8.91%

Real Estate

0.77%

Consumer Defensive

1.91%

Healthcare

3.17%

Utilities

1.26%

Communication Services

2.20%

Energy

1.93%

Industrials

4.74%

Technology

5.37%

Equity Holdings

Average0P00017UST.TOCategory Average

Price/Earnings0.05N/A

Price/Book0.43N/A

Price/Sales0.54N/A

Price/Cashflow0.09N/A

Median Market Cap39,556.79N/A

3 Year Earnings Growth8.18N/A

Bond Holdings

Average0P00017UST.TOCategory Average

Maturity116.19N/A

Duration3.46N/A

Credit QualityN/AN/A

Bond Ratings

Sector(s)0P00017UST.TO

US Government23.01%

AAAN/A

AAN/A

AN/A

BBBN/A

BBN/A

BN/A

Below BN/A

OthersN/A

Top 2 Holdings (7.71% of Total Assets)

Get Quotes for Top Holdings

Name	Symbol	% Assets
IEFA	IEFA	4.77%
XIU	XIU	2.94%

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S&P 5004,109.31+58.48(+1.44%)

Dow 3033,274.15+415.12(+1.26%)

Nasdaq12,221.91+208.43(+1.74%)

Russell 20001,802.48+34.10(+1.93%)

Crude Oil75.70+1.33(+1.79%)

Gold1,987.00-10.70(-0.54%)

IA Wealth Moderate Portfolio E5 (0P00017UST.TO)

Overall Portfolio Composition (%)

Sector Weightings (%)

Equity Holdings

Bond Holdings

Bond Ratings

Top 2 Holdings (7.71% of Total Assets)

S&P 500
4,109.31
+58.48(+1.44%)

Dow 30
33,274.15
+415.12(+1.26%)

Nasdaq
12,221.91
+208.43(+1.74%)

Russell 2000
1,802.48
+34.10(+1.93%)

Crude Oil
75.70
+1.33(+1.79%)

Gold
1,987.00
-10.70(-0.54%)