IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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

Top Sells

1 +$4.76M
2 +$4.08M
3 +$3.73M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.56M

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
NUMV icon
276
Nuveen ESG Mid-Cap Value ETF
NUMV
$398M
$22.9K ﹤0.01%
634
NVO icon
277
Novo Nordisk
NVO
$214B
$22.5K ﹤0.01%
326
CCL icon
278
Carnival Corp
CCL
$34.2B
$21.9K ﹤0.01%
780
AVMC icon
279
Avantis US Mid Cap Equity ETF
AVMC
$206M
$21.4K ﹤0.01%
324
VIGI icon
280
Vanguard International Dividend Appreciation ETF
VIGI
$8.62B
$21.1K ﹤0.01%
234
-28
SHW icon
281
Sherwin-Williams
SHW
$82.3B
$20.6K ﹤0.01%
60
WINN icon
282
Harbor Long-Term Growers ETF
WINN
$1.04B
$20.4K ﹤0.01%
700
WMB icon
283
Williams Companies
WMB
$74.5B
$20.2K ﹤0.01%
321
DFUV icon
284
Dimensional US Marketwide Value ETF
DFUV
$12.4B
$19.3K ﹤0.01%
456
GNRC icon
285
Generac Holdings
GNRC
$8.87B
$19K ﹤0.01%
133
IHF icon
286
iShares US Healthcare Providers ETF
IHF
$785M
$19K ﹤0.01%
390
QTEC icon
287
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.85B
$18.9K ﹤0.01%
89
DRS icon
288
Leonardo DRS
DRS
$9.27B
$18.6K ﹤0.01%
400
MAIN icon
289
Main Street Capital
MAIN
$5.23B
$17.7K ﹤0.01%
300
UAL icon
290
United Airlines
UAL
$30.8B
$17.7K ﹤0.01%
222
MPW icon
291
Medical Properties Trust
MPW
$2.98B
$17.5K ﹤0.01%
4,067
+61
MDT icon
292
Medtronic
MDT
$123B
$17.4K ﹤0.01%
+200
AVXL icon
293
Anavex Life Sciences
AVXL
$314M
$17.3K ﹤0.01%
1,880
TTC icon
294
Toro Company
TTC
$6.88B
$17K ﹤0.01%
+240
ORA icon
295
Ormat Technologies
ORA
$6.6B
$16.8K ﹤0.01%
200
SMH icon
296
VanEck Semiconductor ETF
SMH
$35.1B
$16.7K ﹤0.01%
+60
EMR icon
297
Emerson Electric
EMR
$71.7B
$16.7K ﹤0.01%
125
EOG icon
298
EOG Resources
EOG
$59.9B
$16.6K ﹤0.01%
139
F icon
299
Ford
F
$52.6B
$16.6K ﹤0.01%
1,527
+141
EGP icon
300
EastGroup Properties
EGP
$9.42B
$15.9K ﹤0.01%
95