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
$896M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Sells

1 +$5.09M
2 +$4.94M
3 +$1.69M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.52M
5
MFSG
MFS Active Growth ETF
MFSG
+$1.1M

Sector Composition

1 Technology 0.52%
2 Financials 0.44%
3 Healthcare 0.34%
4 Industrials 0.33%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHD icon
276
Church & Dwight Co
CHD
$22.7B
$25.2K ﹤0.01%
270
LPLA icon
277
LPL Financial
LPLA
$21.7B
$25.2K ﹤0.01%
84
NOBL icon
278
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11B
$24.9K ﹤0.01%
470
NLR icon
279
VanEck Uranium + Nuclear Energy ETF
NLR
$4.93B
$24.8K ﹤0.01%
186
PLTR icon
280
Palantir
PLTR
$364B
$24.6K ﹤0.01%
168
IMVP
281
Invesco India ETF
IMVP
$143M
$24.5K ﹤0.01%
1,195
CPT icon
282
Camden Property Trust
CPT
$10.5B
$24.4K ﹤0.01%
250
CRM icon
283
Salesforce
CRM
$161B
$24.3K ﹤0.01%
130
IUSV icon
284
iShares Core S&P US Value ETF
IUSV
$26B
$24.1K ﹤0.01%
236
-937
IRM icon
285
Iron Mountain
IRM
$38.3B
$24.1K ﹤0.01%
236
-59
DHR icon
286
Danaher
DHR
$125B
$23.9K ﹤0.01%
126
WMB icon
287
Williams Companies
WMB
$87.1B
$23.4K ﹤0.01%
321
BDX icon
288
Becton Dickinson
BDX
$39.7B
$23.3K ﹤0.01%
148
HPE icon
289
Hewlett Packard
HPE
$78.4B
$23.2K ﹤0.01%
975
PPG icon
290
PPG Industries
PPG
$25.3B
$23.2K ﹤0.01%
217
EMR icon
291
Emerson Electric
EMR
$78.8B
$23.1K ﹤0.01%
176
+6
VLO icon
292
Valero Energy
VLO
$75.8B
$23K ﹤0.01%
93
TTC icon
293
Toro Company
TTC
$8.62B
$22.4K ﹤0.01%
240
DFUV icon
294
Dimensional US Marketwide Value ETF
DFUV
$15B
$22.1K ﹤0.01%
456
PYPL icon
295
PayPal
PYPL
$39.5B
$21.6K ﹤0.01%
477
+201
MU icon
296
Micron Technology
MU
$1.16T
$20.9K ﹤0.01%
+62
LHX icon
297
L3Harris
LHX
$57.7B
$20.7K ﹤0.01%
60
VIGI icon
298
Vanguard International Dividend Appreciation ETF
VIGI
$8.92B
$20.7K ﹤0.01%
234
UAL icon
299
United Airlines
UAL
$35.9B
$20.4K ﹤0.01%
222
BMY icon
300
Bristol-Myers Squibb
BMY
$111B
$20.3K ﹤0.01%
335