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
351
$6.41K ﹤0.01%
188
352
$6.3K ﹤0.01%
554
+446
353
$6.09K ﹤0.01%
80
354
$6.04K ﹤0.01%
25
355
$6K ﹤0.01%
+400
356
$5.74K ﹤0.01%
+160
357
$5.61K ﹤0.01%
190
358
$5.61K ﹤0.01%
153
359
$5.58K ﹤0.01%
275
360
$5.29K ﹤0.01%
80
361
$5.25K ﹤0.01%
+80
362
$4.87K ﹤0.01%
40
363
$4.71K ﹤0.01%
765
364
$4.4K ﹤0.01%
+49
365
$4.38K ﹤0.01%
167
366
$4.21K ﹤0.01%
9
367
$4.17K ﹤0.01%
76
368
$4.1K ﹤0.01%
160
369
$4.04K ﹤0.01%
28
370
$3.9K ﹤0.01%
+15
371
$3.68K ﹤0.01%
157
372
$3.65K ﹤0.01%
144
373
$3.65K ﹤0.01%
14
-72
374
$3.48K ﹤0.01%
84
375
$3.34K ﹤0.01%
1,005
13 14
15
16 17