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
276
$13.1K ﹤0.01%
240
277
$13K ﹤0.01%
300
278
$12.9K ﹤0.01%
245
279
$12.8K ﹤0.01%
75
-91
280
$12.8K ﹤0.01%
170
281
$12.7K ﹤0.01%
67
282
$12.7K ﹤0.01%
+236
283
$12.6K ﹤0.01%
60
284
$12.3K ﹤0.01%
549
+4
285
$12.1K ﹤0.01%
608
286
$11.9K ﹤0.01%
40
287
$11.7K ﹤0.01%
205
288
$11.6K ﹤0.01%
+310
289
$11.5K ﹤0.01%
351
290
$11.5K ﹤0.01%
49
291
$11.5K ﹤0.01%
76
292
$11.3K ﹤0.01%
79
-29
293
$11.2K ﹤0.01%
255
294
$10.9K ﹤0.01%
135
295
$10.8K ﹤0.01%
1,546
296
$10.8K ﹤0.01%
188
297
$10.7K ﹤0.01%
827
+42
298
$10.7K ﹤0.01%
50
299
$10.6K ﹤0.01%
17
300
$10.6K ﹤0.01%
137
-19
10 11
12
13 14