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
$466M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.39M
3
+$1.58M
4
NBCM icon
Neuberger Berman Commodity Strategy ETF
NBCM
+$1.57M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.5M

Top Sells

1
+$9.84M
2
+$1.53M
3
+$1.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$735K

Sector Composition

1 Technology 0.68%
2 Financials 0.64%
3 Healthcare 0.39%
4 Energy 0.25%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.8K 0.01%
235
227
$23.7K 0.01%
295
228
$23.5K 0.01%
670
229
$22.5K ﹤0.01%
1,239
230
$22K ﹤0.01%
83
231
$21.9K ﹤0.01%
472
-1,275
232
$20.8K ﹤0.01%
60
233
$20.5K ﹤0.01%
147
-376
234
$20.4K ﹤0.01%
162
-200
235
$20.3K ﹤0.01%
1,000
236
$20.1K ﹤0.01%
+235
237
$20K ﹤0.01%
1,015
238
$19.9K ﹤0.01%
559
+88
239
$19.8K ﹤0.01%
169
240
$19.2K ﹤0.01%
424
+1
241
$19K ﹤0.01%
1,165
242
$18.6K ﹤0.01%
456
243
$18.5K ﹤0.01%
387
244
$18.5K ﹤0.01%
265
245
$18.4K ﹤0.01%
275
246
$18.3K ﹤0.01%
50
247
$18.2K ﹤0.01%
229
+2
248
$18.2K ﹤0.01%
800
249
$18.2K ﹤0.01%
335
250
$17.8K ﹤0.01%
92
+78
8 9
10
11 12