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
301
$11.1K ﹤0.01%
50
302
$11.1K ﹤0.01%
355
303
$11.1K ﹤0.01%
255
304
$11.1K ﹤0.01%
17
305
$11K ﹤0.01%
188
306
$11K ﹤0.01%
126
+1
307
$10.8K ﹤0.01%
518
308
$10.7K ﹤0.01%
+72
309
$10.7K ﹤0.01%
37
310
$10.6K ﹤0.01%
222
311
$10.3K ﹤0.01%
189
312
$10.1K ﹤0.01%
351
313
$9.86K ﹤0.01%
+147
314
$9.78K ﹤0.01%
+180
315
$9.77K ﹤0.01%
75
+50
316
$9.71K ﹤0.01%
10
317
$9.6K ﹤0.01%
219
318
$9.57K ﹤0.01%
+1,880
319
$9.48K ﹤0.01%
+250
320
$9.28K ﹤0.01%
122
-5
321
$9.23K ﹤0.01%
137
-7
322
$9.18K ﹤0.01%
17
323
$9.12K ﹤0.01%
687
-1,649
324
$8.98K ﹤0.01%
112
325
$8.95K ﹤0.01%
88
11 12
13
14 15