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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.1M
3
+$9.33M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$5.91M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$3.65M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.69M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

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
326
$12.4K ﹤0.01%
115
-416
327
$11.6K ﹤0.01%
800
328
$11.6K ﹤0.01%
126
329
$11.4K ﹤0.01%
827
330
$11K ﹤0.01%
200
331
$10.9K ﹤0.01%
100
332
$10.8K ﹤0.01%
140
333
$10.8K ﹤0.01%
115
-65
334
$10.5K ﹤0.01%
595
+17
335
$10.4K ﹤0.01%
257
-339
336
$10.4K ﹤0.01%
394
+250
337
$10.3K ﹤0.01%
125
338
$10.2K ﹤0.01%
127
339
$10.2K ﹤0.01%
189
340
$10.1K ﹤0.01%
85
341
$10.1K ﹤0.01%
100
342
$9.77K ﹤0.01%
20
343
$9.67K ﹤0.01%
25
344
$9.64K ﹤0.01%
50
345
$9.52K ﹤0.01%
48
346
$9.38K ﹤0.01%
103
347
$9.25K ﹤0.01%
45
348
$9.19K ﹤0.01%
496
349
$9.14K ﹤0.01%
112
350
$9.13K ﹤0.01%
83
12 13
14
15 16