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
$359M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.55M
3
+$1.22M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$554K
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$531K

Top Sells

1
+$1.98M
2
+$1.38M
3
+$1.14M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$895K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$833K

Sector Composition

1 Technology 0.74%
2 Financials 0.57%
3 Healthcare 0.43%
4 Industrials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.45K ﹤0.01%
76
377
$3.4K ﹤0.01%
144
-795
378
$3.12K ﹤0.01%
3,000
379
$3.1K ﹤0.01%
84
380
$3.09K ﹤0.01%
+142
381
$3.08K ﹤0.01%
55
382
$3.04K ﹤0.01%
99
383
$3.04K ﹤0.01%
200
384
$3.04K ﹤0.01%
100
385
$3K ﹤0.01%
17
386
$2.97K ﹤0.01%
35
387
$2.96K ﹤0.01%
1,000
388
$2.89K ﹤0.01%
1,000
389
$2.83K ﹤0.01%
+77
390
$2.81K ﹤0.01%
25
391
$2.67K ﹤0.01%
100
392
$2.64K ﹤0.01%
50
393
$2.43K ﹤0.01%
128
394
$2.29K ﹤0.01%
100
395
$2.19K ﹤0.01%
1,005
396
$2.17K ﹤0.01%
141
397
$2.14K ﹤0.01%
74
+71
398
$2.03K ﹤0.01%
11
399
$1.9K ﹤0.01%
+114
400
$1.82K ﹤0.01%
+34
14 15
16
17 18