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
$643M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$42M
2 +$30.7M
3 +$8.74M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$8.46M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.53M

Sector Composition

1 Technology 0.63%
2 Financials 0.56%
3 Healthcare 0.44%
4 Industrials 0.26%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BDX icon
226
Becton Dickinson
BDX
$51B
$33.9K 0.01%
148
LYB icon
227
LyondellBasell Industries
LYB
$13.8B
$33.4K 0.01%
475
RACE icon
228
Ferrari
RACE
$73.4B
$32.1K 0.01%
75
ROK icon
229
Rockwell Automation
ROK
$42B
$32.1K 0.01%
124
BMO icon
230
Bank of Montreal
BMO
$88.5B
$32K 0.01%
335
AEM icon
231
Agnico Eagle Mines
AEM
$81B
$30.9K ﹤0.01%
285
EPD icon
232
Enterprise Products Partners
EPD
$67.6B
$30.9K ﹤0.01%
904
CPT icon
233
Camden Property Trust
CPT
$10.9B
$30.6K ﹤0.01%
250
TKO icon
234
TKO Group
TKO
$14.4B
$30.6K ﹤0.01%
200
IXUS icon
235
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$30.4K ﹤0.01%
436
PH icon
236
Parker-Hannifin
PH
$107B
$30.4K ﹤0.01%
50
ARKK icon
237
ARK Innovation ETF
ARKK
$8.43B
$29.8K ﹤0.01%
627
XNTK icon
238
State Street SPDR NYSE Technology ETF
XNTK
$1.45B
$29.7K ﹤0.01%
155
CHD icon
239
Church & Dwight Co
CHD
$20.9B
$29.7K ﹤0.01%
270
+130
SOFI icon
240
SoFi Technologies
SOFI
$34B
$29.4K ﹤0.01%
2,525
+50
FBND icon
241
Fidelity Total Bond ETF
FBND
$20.9B
$29.3K ﹤0.01%
641
-1,797
CNI icon
242
Canadian National Railway
CNI
$58.5B
$28.5K ﹤0.01%
292
CEF icon
243
Sprott Physical Gold and Silver Trust
CEF
$7.24B
$28.4K ﹤0.01%
1,000
EDIV icon
244
SPDR S&P Emerging Markets Dividend ETF
EDIV
$873M
$28.3K ﹤0.01%
793
YUM icon
245
Yum! Brands
YUM
$41.4B
$28K ﹤0.01%
178
PIN icon
246
Invesco India ETF
PIN
$215M
$27.8K ﹤0.01%
1,112
TOL icon
247
Toll Brothers
TOL
$12.9B
$27.6K ﹤0.01%
261
QCOM icon
248
Qualcomm
QCOM
$183B
$27.5K ﹤0.01%
179
PHO icon
249
Invesco Water Resources ETF
PHO
$2.24B
$27.4K ﹤0.01%
425
LPLA icon
250
LPL Financial
LPLA
$29.9B
$27.3K ﹤0.01%
84