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
$896M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Sells

1 +$5.09M
2 +$4.94M
3 +$1.69M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.52M
5
MFSG
MFS Active Growth ETF
MFSG
+$1.1M

Sector Composition

1 Technology 0.52%
2 Financials 0.44%
3 Healthcare 0.34%
4 Industrials 0.33%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HOG icon
301
Harley-Davidson
HOG
$2.58B
$20.2K ﹤0.01%
999
EOG icon
302
EOG Resources
EOG
$73.3B
$20.1K ﹤0.01%
139
WINN icon
303
Harbor Long-Term Growers ETF
WINN
$1.17B
$20.1K ﹤0.01%
724
+119
CCJ icon
304
Cameco
CCJ
$51.9B
$20K ﹤0.01%
184
BKR icon
305
Baker Hughes
BKR
$63.6B
$19.8K ﹤0.01%
325
MPT
306
Medical Properties Trust
MPT
$3B
$19.8K ﹤0.01%
4,279
+71
NUMV icon
307
Nuveen ESG Mid-Cap Value ETF
NUMV
$448M
$19.6K ﹤0.01%
505
QCLN icon
308
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$917M
$19.5K ﹤0.01%
420
UNH icon
309
UnitedHealth
UNH
$343B
$19.5K ﹤0.01%
72
+7
SHW icon
310
Sherwin-Williams
SHW
$71.9B
$19.2K ﹤0.01%
60
QTEC icon
311
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.78B
$19.2K ﹤0.01%
89
MGK icon
312
Vanguard Mega Cap Growth ETF
MGK
$34.9B
$19.1K ﹤0.01%
+260
DAL icon
313
Delta Air Lines
DAL
$53B
$19.1K ﹤0.01%
287
SPLV icon
314
Invesco S&P 500 Low Volatility ETF
SPLV
$6.84B
$19K ﹤0.01%
260
SBUX icon
315
Starbucks
SBUX
$110B
$18.5K ﹤0.01%
207
+205
QCOM icon
316
Qualcomm
QCOM
$249B
$18.3K ﹤0.01%
142
-37
DRS icon
317
Leonardo DRS
DRS
$12.7B
$17.8K ﹤0.01%
400
SGOL icon
318
abrdn Physical Gold Shares ETF
SGOL
$7.68B
$17.7K ﹤0.01%
+396
F icon
319
Ford
F
$64.7B
$17.6K ﹤0.01%
1,527
EGP icon
320
EastGroup Properties
EGP
$10.5B
$17.6K ﹤0.01%
95
GEV icon
321
GE Vernova
GEV
$260B
$17.5K ﹤0.01%
20
MUSA icon
322
Murphy USA
MUSA
$9.63B
$16.8K ﹤0.01%
34
RF icon
323
Regions Financial
RF
$23.7B
$16.8K ﹤0.01%
+643
VRT icon
324
Vertiv
VRT
$130B
$16.8K ﹤0.01%
67
MCK icon
325
McKesson
MCK
$88.3B
$16.4K ﹤0.01%
19
+11