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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$18.5M
3
+$10.1M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$6.42M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M

Top Sells

1
+$4.76M
2
+$4.08M
3
+$3.73M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.56M

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
XMMO icon
376
Invesco S&P MidCap Momentum ETF
XMMO
$5.86B
$7.08K ﹤0.01%
55
SOLV icon
377
Solventum
SOLV
$13.1B
$7.05K ﹤0.01%
93
RIO icon
378
Rio Tinto
RIO
$115B
$6.88K ﹤0.01%
118
ISCB icon
379
iShares Morningstar Small-Cap ETF
ISCB
$247M
$6.7K ﹤0.01%
+115
MET icon
380
MetLife
MET
$52.4B
$6.43K ﹤0.01%
80
JOBY icon
381
Joby Aviation
JOBY
$13.1B
$6.33K ﹤0.01%
600
AG icon
382
First Majestic Silver
AG
$5.99B
$6.33K ﹤0.01%
765
LYFT icon
383
Lyft
LYFT
$9.24B
$6.3K ﹤0.01%
400
BAC icon
384
Bank of America
BAC
$386B
$6.29K ﹤0.01%
133
MCK icon
385
McKesson
MCK
$104B
$6.16K ﹤0.01%
8
-16
LTH icon
386
Life Time Group Holdings
LTH
$5.61B
$6.07K ﹤0.01%
200
BA icon
387
Boeing
BA
$148B
$5.87K ﹤0.01%
28
XLF icon
388
Financial Select Sector SPDR Fund
XLF
$54B
$5.71K ﹤0.01%
+109
MA icon
389
Mastercard
MA
$499B
$5.62K ﹤0.01%
10
CMG icon
390
Chipotle Mexican Grill
CMG
$41.5B
$5.62K ﹤0.01%
100
FBCG icon
391
Fidelity Blue Chip Growth ETF
FBCG
$4.94B
$5.55K ﹤0.01%
115
SCJ icon
392
iShares MSCI Japan Small-Cap ETF
SCJ
$156M
$5.52K ﹤0.01%
65
DOV icon
393
Dover
DOV
$25.1B
$5.5K ﹤0.01%
30
IYT icon
394
iShares US Transportation ETF
IYT
$614M
$5.48K ﹤0.01%
80
RNG icon
395
RingCentral
RNG
$2.35B
$5.39K ﹤0.01%
+190
BSX icon
396
Boston Scientific
BSX
$152B
$5.37K ﹤0.01%
50
NCLH icon
397
Norwegian Cruise Line
NCLH
$8.33B
$5.27K ﹤0.01%
260
-100
PLD icon
398
Prologis
PLD
$115B
$5.26K ﹤0.01%
50
EQH icon
399
Equitable Holdings
EQH
$12.8B
$5.25K ﹤0.01%
94
UA icon
400
Under Armour Class C
UA
$1.84B
$5.19K ﹤0.01%
800
-675
14 15
16
17 18