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
276
$14.2K ﹤0.01%
300
277
$14K ﹤0.01%
79
278
$13.9K ﹤0.01%
+85
279
$13.7K ﹤0.01%
236
280
$13.7K ﹤0.01%
67
281
$13.5K ﹤0.01%
200
282
$13.2K ﹤0.01%
200
283
$13.2K ﹤0.01%
+452
284
$13.2K ﹤0.01%
310
285
$13.1K ﹤0.01%
75
286
$13.1K ﹤0.01%
76
287
$13K ﹤0.01%
927
288
$12.8K ﹤0.01%
60
289
$12.7K ﹤0.01%
205
290
$12.6K ﹤0.01%
25
291
$12.5K ﹤0.01%
+250
292
$12.4K ﹤0.01%
549
293
$12.3K ﹤0.01%
49
294
$12.2K ﹤0.01%
240
295
$11.8K ﹤0.01%
262
+2
296
$11.6K ﹤0.01%
200
297
$11.6K ﹤0.01%
608
298
$11.5K ﹤0.01%
134
-1
299
$11.5K ﹤0.01%
827
300
$11.2K ﹤0.01%
75
10 11
12
13 14