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
$896M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.87M
3
+$2.95M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.1M

Top Sells

1
+$5.09M
2
+$4.94M
3
+$1.69M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.52M
5
MFSG
MFS Active Growth ETF
MFSG
+$1.1M

Sector Composition

1 Technology 0.52%
2 Financials 0.44%
3 Healthcare 0.34%
4 Industrials 0.33%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HELP
351
Cybin Inc
HELP
$230M
$13.2K ﹤0.01%
2,750
IWB icon
352
iShares Russell 1000 ETF
IWB
$49B
$13.2K ﹤0.01%
37
CDE icon
353
Coeur Mining
CDE
$20B
$13K ﹤0.01%
+694
CGMM
354
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.76B
$12.7K ﹤0.01%
434
+258
COWZ icon
355
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
$12.5K ﹤0.01%
200
LCNB icon
356
LCNB Corp
LCNB
$235M
$12.5K ﹤0.01%
800
PKB icon
357
Invesco Building & Construction ETF
PKB
$434M
$12.4K ﹤0.01%
127
BUFF icon
358
Innovator Laddered Allocation Power Buffer ETF
BUFF
$868M
$12.4K ﹤0.01%
+250
IWR icon
359
iShares Russell Mid-Cap ETF
IWR
$55B
$12.3K ﹤0.01%
126
-13
XYZ
360
Block Inc
XYZ
$45.2B
$12K ﹤0.01%
200
NVO
361
Novo Nordisk
NVO
$190B
$12K ﹤0.01%
326
LYFT icon
362
Lyft
LYFT
$5.41B
$12K ﹤0.01%
900
+500
CDNS icon
363
Cadence Design Systems
CDNS
$112B
$11.9K ﹤0.01%
43
VPL icon
364
Vanguard FTSE Pacific ETF
VPL
$8.97B
$11.7K ﹤0.01%
120
-5
BX icon
365
Blackstone
BX
$142B
$11.5K ﹤0.01%
100
CRWD icon
366
CrowdStrike
CRWD
$196B
$11.3K ﹤0.01%
+29
FOXA icon
367
Fox Class A
FOXA
$28.1B
$11.3K ﹤0.01%
+193
AG icon
368
First Majestic Silver
AG
$10.4B
$11.2K ﹤0.01%
520
-245
SQM icon
369
Sociedad Química y Minera de Chile
SQM
$23.2B
$11.1K ﹤0.01%
137
TIP icon
370
iShares TIPS Bond ETF
TIP
$15B
$11K ﹤0.01%
100
+17
RIO icon
371
Rio Tinto
RIO
$179B
$11K ﹤0.01%
118
BND icon
372
Vanguard Total Bond Market
BND
$153B
$11K ﹤0.01%
149
+26
MPWR icon
373
Monolithic Power Systems
MPWR
$77.3B
$10.9K ﹤0.01%
10
HYG icon
374
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.8B
$10.9K ﹤0.01%
137
+24
NBIS
375
Nebius Group N.V.
NBIS
$69.7B
$10.9K ﹤0.01%
105
-6
13 14
15
16 17