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
376
$3.33K ﹤0.01%
25
377
$3.2K ﹤0.01%
+173
378
$3.13K ﹤0.01%
128
379
$3.09K ﹤0.01%
17
380
$3.02K ﹤0.01%
200
381
$2.89K ﹤0.01%
50
382
$2.89K ﹤0.01%
100
-236
383
$2.7K ﹤0.01%
100
384
$2.6K ﹤0.01%
100
385
$2.31K ﹤0.01%
11
386
$1.94K ﹤0.01%
53
387
$1.93K ﹤0.01%
12
388
$1.83K ﹤0.01%
30
389
$1.71K ﹤0.01%
3,000
390
$1.69K ﹤0.01%
149
-2,427
391
$1.62K ﹤0.01%
100
392
$1.59K ﹤0.01%
100
393
$1.51K ﹤0.01%
39
394
$1.45K ﹤0.01%
19
395
$1.42K ﹤0.01%
40
396
$1.36K ﹤0.01%
10
397
$1.22K ﹤0.01%
100
398
$1.19K ﹤0.01%
80
399
$1.07K ﹤0.01%
66
400
$1.06K ﹤0.01%
28
14 15
16
17 18