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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.1M
3
+$9.33M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$5.91M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$3.65M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.69M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.4K ﹤0.01%
300
227
$35.2K ﹤0.01%
87
228
$35.1K ﹤0.01%
700
229
$35.1K ﹤0.01%
549
230
$34.9K ﹤0.01%
50
231
$34.8K ﹤0.01%
350
232
$34.6K ﹤0.01%
152
233
$33.9K ﹤0.01%
285
234
$33.7K ﹤0.01%
436
235
$33.2K ﹤0.01%
+807
236
$31.9K ﹤0.01%
+820
237
$31.3K ﹤0.01%
84
238
$31K ﹤0.01%
345
239
$30.8K ﹤0.01%
219
240
$30.4K ﹤0.01%
292
241
$30.3K ﹤0.01%
295
242
$30.2K ﹤0.01%
793
243
$30.1K ﹤0.01%
1,000
244
$30K ﹤0.01%
1,112
245
$29.9K ﹤0.01%
402
-373
246
$29.7K ﹤0.01%
425
247
$29.3K ﹤0.01%
641
248
$28.9K ﹤0.01%
253
-8
249
$28.5K ﹤0.01%
179
250
$28.2K ﹤0.01%
250
8 9
10
11 12