IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.6M
3
+$12.4M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$9.83M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$4.42M

Top Sells

1
+$10.3M
2
+$4.03M
3
+$2.48M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.47M
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$1.07M

Sector Composition

1 Technology 0.68%
2 Financials 0.5%
3 Healthcare 0.37%
4 Industrials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.4K 0.01%
235
227
$22.4K 0.01%
153
228
$21.7K 0.01%
1,239
229
$21.6K ﹤0.01%
1,165
-238
230
$20.8K ﹤0.01%
+108
231
$20.6K ﹤0.01%
295
232
$20.5K ﹤0.01%
142
-20
233
$19.4K ﹤0.01%
400
234
$19.1K ﹤0.01%
1,000
235
$19K ﹤0.01%
83
236
$18.8K ﹤0.01%
243
237
$18.7K ﹤0.01%
60
238
$18.3K ﹤0.01%
885
239
$17.9K ﹤0.01%
227
+57
240
$17.7K ﹤0.01%
420
241
$17.6K ﹤0.01%
169
-768
242
$17.4K ﹤0.01%
95
243
$17.4K ﹤0.01%
800
244
$17.2K ﹤0.01%
335
245
$17K ﹤0.01%
345
246
$17K ﹤0.01%
200
247
$17K ﹤0.01%
265
248
$17K ﹤0.01%
456
249
$16.9K ﹤0.01%
275
-24
250
$16.6K ﹤0.01%
1,064
8 9
10
11 12