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
251
$16.4K ﹤0.01%
127
252
$16.3K ﹤0.01%
200
253
$16.2K ﹤0.01%
163
254
$15.9K ﹤0.01%
471
255
$15.8K ﹤0.01%
76
-24
256
$15.8K ﹤0.01%
1,000
257
$15.7K ﹤0.01%
136
258
$15.6K ﹤0.01%
1,015
-1,155
259
$15.6K ﹤0.01%
387
260
$15.5K ﹤0.01%
206
261
$15.5K ﹤0.01%
200
262
$15.4K ﹤0.01%
100
263
$15.3K ﹤0.01%
196
264
$15.2K ﹤0.01%
423
-66
265
$15.2K ﹤0.01%
200
266
$15.1K ﹤0.01%
421
+1
267
$14.9K ﹤0.01%
25
-5
268
$14.8K ﹤0.01%
885
-578
269
$14.8K ﹤0.01%
50
270
$14.4K ﹤0.01%
200
271
$14.3K ﹤0.01%
345
272
$13.6K ﹤0.01%
1,700
-800
273
$13.2K ﹤0.01%
140
274
$13.2K ﹤0.01%
260
275
$13.2K ﹤0.01%
26
9 10
11
12 13