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
351
$9.12K ﹤0.01%
17
352
$9.11K ﹤0.01%
113
353
$9.09K ﹤0.01%
50
354
$9.06K ﹤0.01%
123
355
$9K ﹤0.01%
17
356
$8.99K ﹤0.01%
214
357
$8.74K ﹤0.01%
32
358
$8.69K ﹤0.01%
36
359
$8.61K ﹤0.01%
35
-22
360
$8.6K ﹤0.01%
67
361
$8.58K ﹤0.01%
214
-8,920
362
$8.55K ﹤0.01%
351
363
$8.54K ﹤0.01%
927
364
$8.5K ﹤0.01%
86
-1
365
$8.4K ﹤0.01%
1,400
+200
366
$8.01K ﹤0.01%
10
367
$7.86K ﹤0.01%
50
368
$7.68K ﹤0.01%
224
369
$7.65K ﹤0.01%
185
370
$7.62K ﹤0.01%
32
371
$7.57K ﹤0.01%
100
372
$7.5K ﹤0.01%
200
373
$7.5K ﹤0.01%
72
374
$7.2K ﹤0.01%
245
375
$7.17K ﹤0.01%
29
13 14
15
16 17