IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.01M
3
+$1.14M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.06M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.04M

Top Sells

1
+$1.73M
2
+$1.58M
3
+$1.02M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$712K
5
HAP icon
VanEck Natural Resources ETF
HAP
+$685K

Sector Composition

1 Technology 0.58%
2 Financials 0.46%
3 Healthcare 0.33%
4 Industrials 0.25%
5 Utilities 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NLR icon
276
VanEck Uranium + Nuclear Energy ETF
NLR
$4.78B
$23.1K ﹤0.01%
186
+73
CHD icon
277
Church & Dwight Co
CHD
$24.4B
$22.6K ﹤0.01%
270
EMR icon
278
Emerson Electric
EMR
$82.4B
$22.6K ﹤0.01%
170
+40
HELP
279
Cybin Inc
HELP
$394M
$22.5K ﹤0.01%
2,750
PPG icon
280
PPG Industries
PPG
$26.4B
$22.2K ﹤0.01%
217
UNH icon
281
UnitedHealth
UNH
$262B
$21.5K ﹤0.01%
65
-15
VIGI icon
282
Vanguard International Dividend Appreciation ETF
VIGI
$9.02B
$21.4K ﹤0.01%
234
DFUV icon
283
Dimensional US Marketwide Value ETF
DFUV
$13.7B
$21.2K ﹤0.01%
456
COP icon
284
ConocoPhillips
COP
$145B
$21.1K ﹤0.01%
225
MPT
285
Medical Properties Trust
MPT
$3.34B
$21K ﹤0.01%
4,208
+62
KTOS icon
286
Kratos Defense & Security Solutions
KTOS
$15.2B
$20.9K ﹤0.01%
275
QTEC icon
287
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.82B
$20.5K ﹤0.01%
89
DGRO icon
288
iShares Core Dividend Growth ETF
DGRO
$38.4B
$20.5K ﹤0.01%
295
-236
HOG icon
289
Harley-Davidson
HOG
$2.18B
$20.5K ﹤0.01%
999
F icon
290
Ford
F
$50.7B
$20K ﹤0.01%
1,527
ROP icon
291
Roper Technologies
ROP
$36.6B
$20K ﹤0.01%
45
DAL icon
292
Delta Air Lines
DAL
$42.2B
$19.9K ﹤0.01%
287
NUMV icon
293
Nuveen ESG Mid-Cap Value ETF
NUMV
$443M
$19.7K ﹤0.01%
505
-129
SHW icon
294
Sherwin-Williams
SHW
$86.4B
$19.4K ﹤0.01%
60
WMB icon
295
Williams Companies
WMB
$92.7B
$19.3K ﹤0.01%
321
TTC icon
296
Toro Company
TTC
$9.67B
$18.9K ﹤0.01%
240
WINN icon
297
Harbor Long-Term Growers ETF
WINN
$1.01B
$18.8K ﹤0.01%
605
-95
QCLN icon
298
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$563M
$18.7K ﹤0.01%
420
IHF icon
299
iShares US Healthcare Providers ETF
IHF
$723M
$18.7K ﹤0.01%
390
SPLV icon
300
Invesco S&P 500 Low Volatility ETF
SPLV
$8.24B
$18.6K ﹤0.01%
260
-90
10 11
12
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