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
$438M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.6M
3
+$12.4M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$9.83M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$4.42M

Top Sells

1
+$10.3M
2
+$4.03M
3
+$2.48M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.47M
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$1.07M

Sector Composition

1 Technology 0.68%
2 Financials 0.5%
3 Healthcare 0.37%
4 Industrials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.32K ﹤0.01%
140
327
$8.28K ﹤0.01%
99
-886
328
$8.25K ﹤0.01%
137
329
$8.22K ﹤0.01%
50
330
$8.07K ﹤0.01%
+60
331
$8.02K ﹤0.01%
400
332
$7.94K ﹤0.01%
180
333
$7.87K ﹤0.01%
112
334
$7.85K ﹤0.01%
329
335
$7.62K ﹤0.01%
1,552
+41
336
$7.57K ﹤0.01%
10
337
$7.57K ﹤0.01%
1,720
338
$7.38K ﹤0.01%
870
339
$7.37K ﹤0.01%
100
340
$7.35K ﹤0.01%
237
341
$7.31K ﹤0.01%
100
342
$7.27K ﹤0.01%
+100
343
$7.23K ﹤0.01%
88
344
$7.22K ﹤0.01%
32
345
$7.03K ﹤0.01%
185
346
$7.02K ﹤0.01%
125
347
$6.91K ﹤0.01%
+90
348
$6.88K ﹤0.01%
200
349
$6.57K ﹤0.01%
16
-12
350
$6.45K ﹤0.01%
1,445
-1,065
12 13
14
15 16