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
$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 Berman 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
376
$4.79K ﹤0.01%
100
377
$4.75K ﹤0.01%
153
378
$4.75K ﹤0.01%
+230
379
$4.53K ﹤0.01%
76
380
$4.5K ﹤0.01%
765
381
$4.46K ﹤0.01%
30
-30
382
$4.24K ﹤0.01%
49
-274
383
$4.24K ﹤0.01%
15
384
$3.87K ﹤0.01%
144
385
$3.83K ﹤0.01%
160
386
$3.81K ﹤0.01%
36
-100
387
$3.69K ﹤0.01%
28
388
$3.61K ﹤0.01%
128
389
$3.42K ﹤0.01%
50
390
$3.36K ﹤0.01%
37
-100
391
$3.3K ﹤0.01%
167
392
$3.14K ﹤0.01%
17
393
$3.1K ﹤0.01%
200
394
$3.06K ﹤0.01%
3,000
395
$3.01K ﹤0.01%
84
396
$2.92K ﹤0.01%
100
397
$2.64K ﹤0.01%
+47
398
$2.55K ﹤0.01%
30
399
$2.27K ﹤0.01%
63
-2,490
400
$2.26K ﹤0.01%
11
14 15
16
17 18