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
326
$8.92K ﹤0.01%
+440
327
$8.9K ﹤0.01%
+78
328
$8.89K ﹤0.01%
496
329
$8.89K ﹤0.01%
180
330
$8.84K ﹤0.01%
400
331
$8.79K ﹤0.01%
+198
332
$8.78K ﹤0.01%
113
-2
333
$8.76K ﹤0.01%
50
334
$8.64K ﹤0.01%
99
335
$8.57K ﹤0.01%
118
336
$8.48K ﹤0.01%
329
337
$8.38K ﹤0.01%
1,445
338
$8.34K ﹤0.01%
140
339
$8.25K ﹤0.01%
+214
340
$8.17K ﹤0.01%
100
341
$8.15K ﹤0.01%
+65
342
$8.12K ﹤0.01%
100
343
$8.07K ﹤0.01%
32
344
$7.94K ﹤0.01%
+50
345
$7.93K ﹤0.01%
+350
346
$7.85K ﹤0.01%
+29
347
$7.84K ﹤0.01%
90
348
$7.78K ﹤0.01%
246
+9
349
$7.74K ﹤0.01%
400
350
$7.52K ﹤0.01%
118
12 13
14
15 16