IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$2.17M
3
+$1.88M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.74M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.39M

Top Sells

1
+$972K
2
+$911K
3
+$902K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$586K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$340K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
200
227
$20K 0.01%
527
228
$19K 0.01%
176
229
$19K 0.01%
362
230
$19K 0.01%
94
231
$19K 0.01%
1,000
232
$19K 0.01%
94
233
$18K 0.01%
356
234
$18K 0.01%
71
+11
235
$18K 0.01%
326
236
$18K 0.01%
1,000
237
$18K 0.01%
416
238
$18K 0.01%
200
239
$17K 0.01%
158
+82
240
$17K 0.01%
200
-400
241
$17K 0.01%
+576
242
$16K 0.01%
420
243
$16K 0.01%
149
244
$16K 0.01%
200
245
$16K 0.01%
295
246
$16K 0.01%
252
247
$16K 0.01%
260
+90
248
$16K 0.01%
351
249
$16K 0.01%
36
+11
250
$15K ﹤0.01%
778
8 9
10
11 12