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
376
$7.08K ﹤0.01%
55
377
$7.05K ﹤0.01%
93
378
$6.88K ﹤0.01%
118
379
$6.7K ﹤0.01%
+115
380
$6.43K ﹤0.01%
80
381
$6.33K ﹤0.01%
600
382
$6.33K ﹤0.01%
765
383
$6.3K ﹤0.01%
400
384
$6.29K ﹤0.01%
133
385
$6.16K ﹤0.01%
8
-16
386
$6.07K ﹤0.01%
200
387
$5.87K ﹤0.01%
28
388
$5.71K ﹤0.01%
+109
389
$5.62K ﹤0.01%
10
390
$5.62K ﹤0.01%
100
391
$5.55K ﹤0.01%
115
392
$5.52K ﹤0.01%
65
393
$5.5K ﹤0.01%
30
394
$5.48K ﹤0.01%
80
395
$5.39K ﹤0.01%
+190
396
$5.37K ﹤0.01%
50
397
$5.27K ﹤0.01%
260
-100
398
$5.26K ﹤0.01%
50
399
$5.25K ﹤0.01%
94
400
$5.19K ﹤0.01%
800
-675
14 15
16
17 18