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
$896M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Sells

1 +$5.09M
2 +$4.94M
3 +$1.69M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.52M
5
MFSG
MFS Active Growth ETF
MFSG
+$1.1M

Sector Composition

1 Technology 0.52%
2 Financials 0.44%
3 Healthcare 0.34%
4 Industrials 0.33%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RPM icon
401
RPM International
RPM
$13.4B
$7.65K ﹤0.01%
77
ITW icon
402
Illinois Tool Works
ITW
$71.1B
$7.55K ﹤0.01%
29
INTU icon
403
Intuit
INTU
$96.8B
$7.35K ﹤0.01%
17
MMM icon
404
3M
MMM
$78.7B
$7.26K ﹤0.01%
50
SYY icon
405
Sysco
SYY
$35.3B
$7.13K ﹤0.01%
100
COIN icon
406
Coinbase
COIN
$48.1B
$6.81K ﹤0.01%
+39
INFY icon
407
Infosys
INFY
$54.3B
$6.7K ﹤0.01%
496
BAC icon
408
Bank of America
BAC
$366B
$6.48K ﹤0.01%
133
BAUG icon
409
Innovator US Equity Buffer ETF August
BAUG
$195M
$6.45K ﹤0.01%
+132
PM icon
410
Philip Morris
PM
$269B
$6.45K ﹤0.01%
39
MTN icon
411
Vail Resorts
MTN
$4.76B
$6.42K ﹤0.01%
50
DOV icon
412
Dover
DOV
$28.5B
$6.25K ﹤0.01%
30
-3
ISCB icon
413
iShares Morningstar Small-Cap ETF
ISCB
$275M
$6.05K ﹤0.01%
93
-22
WAT icon
414
Waters Corp
WAT
$37.7B
$5.96K ﹤0.01%
+20
PVAL icon
415
Putnam Focused Large Cap Value ETF
PVAL
$11B
$5.89K ﹤0.01%
127
AVXL icon
416
Anavex Life Sciences
AVXL
$276M
$5.77K ﹤0.01%
1,880
FBCG icon
417
Fidelity Blue Chip Growth ETF
FBCG
$6.93B
$5.76K ﹤0.01%
115
MET icon
418
MetLife
MET
$53.2B
$5.66K ﹤0.01%
80
VNQ icon
419
Vanguard Real Estate ETF
VNQ
$36.1B
$5.5K ﹤0.01%
62
+12
MSGS icon
420
Madison Square Garden
MSGS
$9.09B
$5.46K ﹤0.01%
17
ECNS icon
421
iShares MSCI China Small-Cap ETF
ECNS
$71.5M
$5.43K ﹤0.01%
167
LTH icon
422
Life Time Group Holdings
LTH
$7.36B
$5.39K ﹤0.01%
200
ALB icon
423
Albemarle
ALB
$20.2B
$5.03K ﹤0.01%
28
AVUS icon
424
Avantis US Equity ETF
AVUS
$13.3B
$5K ﹤0.01%
45
MA icon
425
Mastercard
MA
$438B
$5K ﹤0.01%
10