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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$22.9K ﹤0.01%
634
277
$22.5K ﹤0.01%
326
278
$21.9K ﹤0.01%
780
279
$21.4K ﹤0.01%
324
280
$21.1K ﹤0.01%
234
-28
281
$20.6K ﹤0.01%
60
282
$20.4K ﹤0.01%
700
283
$20.2K ﹤0.01%
321
284
$19.3K ﹤0.01%
456
285
$19K ﹤0.01%
133
286
$19K ﹤0.01%
390
287
$18.9K ﹤0.01%
89
288
$18.6K ﹤0.01%
400
289
$17.7K ﹤0.01%
300
290
$17.7K ﹤0.01%
222
291
$17.5K ﹤0.01%
4,067
+61
292
$17.4K ﹤0.01%
+200
293
$17.3K ﹤0.01%
1,880
294
$17K ﹤0.01%
+240
295
$16.8K ﹤0.01%
200
296
$16.7K ﹤0.01%
+60
297
$16.7K ﹤0.01%
125
298
$16.6K ﹤0.01%
139
299
$16.6K ﹤0.01%
1,527
+141
300
$15.9K ﹤0.01%
95