IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
1-Year Return
11.26%
This Quarter Return
-0.97%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$281M
AUM Growth
+$2.45M
(+0.88%)
Cap. Flow
+$5.21M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
69.69%
Holding
404
New
33
Increased
48
Reduced
58
Closed
13
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.63% |
| 2 | Consumer Staples | 0.41% |
| 3 | Healthcare | 0.38% |
| 4 | Industrials | 0.27% |
| 5 | Financials | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Vanguard High Dividend Yield ETF
VYM
$64.1B
| – | – |
-100
| Closed | -$11K |
|
|
AVTA
402
DELISTED
Avantax, Inc. Common Stock
AVTA
| – | – |
-10
| Closed | -$1K |
|
|
FFTG
403
DELISTED
FormulaFolios Tactical Growth ETF
FFTG
| – | – |
-195
| Closed | -$6K |
|
|
PSMB
404
DELISTED
Invesco Balanced Multi-Asset Allocation ETF
PSMB
| – | – |
-441
| Closed | -$8K |
|