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U.S. Markets close in 1 hr 4 mins
S&P 500
4,148.32
+37.24
(+0.91%)
Dow 30
34,046.09
+155.07
(+0.46%)
Nasdaq
12,044.31
+156.86
(+1.32%)
Russell 2000
1,959.46
+1.75
(+0.09%)
Crude Oil
77.19
+3.08
(+4.16%)
Gold
1,885.60
+6.10
(+0.32%)
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IA Wealth Balanced Portfolio A (0P00017UT1.TO)
Toronto - Toronto Delayed Price. Currency in CAD
Follow
11.97
0.00
(0.00%)
As of 03:00PM EST. Market open.
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Summary
Chart
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall Portfolio Composition (%)
Cash
4.06%
Stocks
56.47%
Bonds
36.62%
Others
-0.07%
Preferred
0.27%
Convertable
2.65%
Sector Weightings (%)
Sector(s)
0P00017UT1.TO
Basic Materials
3.81%
Consumer Cyclical
5.63%
Financial Services
13.40%
Real Estate
13.40%
Consumer Defensive
2.97%
Healthcare
5.12%
Utilities
1.88%
Communication Services
3.44%
Energy
2.80%
Industrials
7.49%
Technology
8.67%
Equity Holdings
Average
0P00017UT1.TO
Category Average
Price/Earnings
0.05
N/A
Price/Book
0.42
N/A
Price/Sales
0.53
N/A
Price/Cashflow
0.08
N/A
Median Market Cap
39,923.85
N/A
3 Year Earnings Growth
8.55
N/A
Bond Holdings
Average
0P00017UT1.TO
Category Average
Maturity
116.39
N/A
Duration
3.49
N/A
Credit Quality
N/A
N/A
Bond Ratings
Sector(s)
0P00017UT1.TO
US Government
15.02%
AAA
0.00%
AA
0.00%
A
0.00%
BBB
0.00%
BB
0.00%
B
0.00%
Below B
0.00%
Others
0.00%
Top 5 Holdings (24.36% of Total Assets)
Get Quotes for Top Holdings
Name
Symbol
% Assets
SHY
SHY
3.27%
IEFA
IEFA
7.63%
IEMG
IEMG
4.28%
EEM
EEM
5.32%
BSV
BSV
3.86%
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