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
$864M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$4.01M
3 +$1.14M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.06M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.04M

Top Sells

1 +$1.73M
2 +$1.58M
3 +$1.02M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$712K
5
HAP icon
VanEck Natural Resources ETF
HAP
+$685K

Sector Composition

1 Technology 0.58%
2 Financials 0.46%
3 Healthcare 0.33%
4 Industrials 0.25%
5 Utilities 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WWJD icon
376
Inspire International ETF
WWJD
$495M
$8.17K ﹤0.01%
224
OTTR icon
377
Otter Tail
OTTR
$3.7B
$8.08K ﹤0.01%
100
-100
RPM icon
378
RPM International
RPM
$12.9B
$8.01K ﹤0.01%
+77
MMM icon
379
3M
MMM
$75B
$8.01K ﹤0.01%
50
-326
LYFT icon
380
Lyft
LYFT
$5.48B
$7.75K ﹤0.01%
400
OSCR icon
381
Oscar Health
OSCR
$5.4B
$7.73K ﹤0.01%
538
+32
XMMO icon
382
Invesco S&P MidCap Momentum ETF
XMMO
$6.48B
$7.62K ﹤0.01%
55
PBA icon
383
Pembina Pipeline
PBA
$26.2B
$7.61K ﹤0.01%
200
ISCB icon
384
iShares Morningstar Small-Cap ETF
ISCB
$264M
$7.48K ﹤0.01%
115
SYY icon
385
Sysco
SYY
$35.4B
$7.37K ﹤0.01%
100
BAC icon
386
Bank of America
BAC
$377B
$7.32K ﹤0.01%
133
ITW icon
387
Illinois Tool Works
ITW
$76.5B
$7.14K ﹤0.01%
29
WRAP icon
388
Wrap Technologies
WRAP
$83.8M
$7.14K ﹤0.01%
3,000
MCK icon
389
McKesson
MCK
$101B
$6.89K ﹤0.01%
8
AVXL icon
390
Anavex Life Sciences
AVXL
$302M
$6.69K ﹤0.01%
1,880
MTN icon
391
Vail Resorts
MTN
$4.35B
$6.64K ﹤0.01%
50
OEF icon
392
iShares S&P 100 ETF
OEF
$19.5B
$6.52K ﹤0.01%
+19
DOV icon
393
Dover
DOV
$29.9B
$6.44K ﹤0.01%
33
MET icon
394
MetLife
MET
$51.5B
$6.32K ﹤0.01%
80
FBCG icon
395
Fidelity Blue Chip Growth ETF
FBCG
$6.1B
$6.31K ﹤0.01%
115
PM icon
396
Philip Morris
PM
$254B
$6.26K ﹤0.01%
+39
EOLS icon
397
Evolus
EOLS
$337M
$6.17K ﹤0.01%
927
CCL icon
398
Carnival Corp
CCL
$35.4B
$6.11K ﹤0.01%
200
BA icon
399
Boeing
BA
$177B
$6.08K ﹤0.01%
28
PVAL icon
400
Putnam Focused Large Cap Value ETF
PVAL
$9.79B
$5.79K ﹤0.01%
+127