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
BLK icon
301
Blackrock
BLK
$164B
$15.7K ﹤0.01%
15
TXN icon
302
Texas Instruments
TXN
$145B
$15.6K ﹤0.01%
75
BMY icon
303
Bristol-Myers Squibb
BMY
$95B
$15.5K ﹤0.01%
335
OTTR icon
304
Otter Tail
OTTR
$3.48B
$15.4K ﹤0.01%
200
AVA icon
305
Avista
AVA
$3.35B
$15.2K ﹤0.01%
400
LHX icon
306
L3Harris
LHX
$54.1B
$15.1K ﹤0.01%
60
BX icon
307
Blackstone
BX
$109B
$15K ﹤0.01%
100
RWJ icon
308
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.56B
$14.9K ﹤0.01%
345
ALL icon
309
Allstate
ALL
$56.1B
$14.7K ﹤0.01%
73
DAL icon
310
Delta Air Lines
DAL
$38.1B
$14.1K ﹤0.01%
287
COPX icon
311
Global X Copper Miners ETF NEW
COPX
$2.74B
$13.9K ﹤0.01%
310
SNPE icon
312
Xtrackers S&P 500 ESG ETF
SNPE
$2.18B
$13.9K ﹤0.01%
252
QCLN icon
313
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$512M
$13.7K ﹤0.01%
420
CCJ icon
314
Cameco
CCJ
$36.9B
$13.7K ﹤0.01%
184
XYZ
315
Block Inc
XYZ
$36.8B
$13.6K ﹤0.01%
200
ESGU icon
316
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$13.5K ﹤0.01%
100
INTU icon
317
Intuit
INTU
$185B
$13.4K ﹤0.01%
17
KTOS icon
318
Kratos Defense & Security Solutions
KTOS
$12.2B
$12.8K ﹤0.01%
275
IWB icon
319
iShares Russell 1000 ETF
IWB
$45.1B
$12.6K ﹤0.01%
37
NLR icon
320
VanEck Uranium + Nuclear Energy ETF
NLR
$2.76B
$12.6K ﹤0.01%
+113
O icon
321
Realty Income
O
$52.3B
$12.6K ﹤0.01%
218
CGXU icon
322
Capital Group International Focus Equity ETF
CGXU
$4.2B
$12.5K ﹤0.01%
462
VLO icon
323
Valero Energy
VLO
$55.4B
$12.5K ﹤0.01%
93
BKR icon
324
Baker Hughes
BKR
$48.1B
$12.5K ﹤0.01%
325
LOW icon
325
Lowe's Companies
LOW
$128B
$12.4K ﹤0.01%
56