IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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 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
351
$7.45K ﹤0.01%
185
352
$7.43K ﹤0.01%
16
353
$7.33K ﹤0.01%
125
354
$7.2K ﹤0.01%
+516
355
$7.07K ﹤0.01%
200
356
$6.79K ﹤0.01%
25
357
$6.78K ﹤0.01%
3,000
358
$6.77K ﹤0.01%
80
359
$6.74K ﹤0.01%
137
360
$6.72K ﹤0.01%
224
+34
361
$6.68K ﹤0.01%
1,700
362
$6.33K ﹤0.01%
+32
363
$6.12K ﹤0.01%
701
+147
364
$5.93K ﹤0.01%
80
365
$5.71K ﹤0.01%
+850
366
$5.63K ﹤0.01%
80
367
$5.63K ﹤0.01%
49
368
$5.56K ﹤0.01%
160
369
$5.53K ﹤0.01%
+571
370
$5.5K ﹤0.01%
+160
371
$5.28K ﹤0.01%
40
372
$5.24K ﹤0.01%
40
-35
373
$5.22K ﹤0.01%
+150
374
$5.05K ﹤0.01%
275
375
$4.87K ﹤0.01%
+65
13 14
15
16 17