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
251
$17.7K ﹤0.01%
245
+2
252
$17.7K ﹤0.01%
127
253
$17.4K ﹤0.01%
+400
254
$17.3K ﹤0.01%
200
255
$17.3K ﹤0.01%
200
256
$17.1K ﹤0.01%
95
257
$17K ﹤0.01%
3,616
+2,064
258
$16.9K ﹤0.01%
200
259
$16.5K ﹤0.01%
422
+1
260
$16.5K ﹤0.01%
206
261
$16.3K ﹤0.01%
345
262
$16.2K ﹤0.01%
100
263
$16.2K ﹤0.01%
76
264
$16K ﹤0.01%
163
265
$15.9K ﹤0.01%
1,000
266
$15.3K ﹤0.01%
142
+64
267
$14.8K ﹤0.01%
1,058
-6
268
$14.8K ﹤0.01%
345
269
$14.7K ﹤0.01%
+119
270
$14.6K ﹤0.01%
140
271
$14.6K ﹤0.01%
420
272
$14.5K ﹤0.01%
+150
273
$14.4K ﹤0.01%
30
+21
274
$14.3K ﹤0.01%
56
-73
275
$14.2K ﹤0.01%
1,570
+700
9 10
11
12 13