IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$2.17M
3
+$1.88M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.74M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.39M

Top Sells

1
+$972K
2
+$911K
3
+$902K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$586K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$340K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
+10
402
$2K ﹤0.01%
+18
403
$2K ﹤0.01%
80
404
$2K ﹤0.01%
+63
405
$2K ﹤0.01%
+6
406
$2K ﹤0.01%
+4
407
$2K ﹤0.01%
+11
408
$2K ﹤0.01%
50
409
$2K ﹤0.01%
20
410
$2K ﹤0.01%
100
-15
411
$2K ﹤0.01%
+12
412
$1K ﹤0.01%
8
413
$1K ﹤0.01%
+3
414
$1K ﹤0.01%
19
415
$1K ﹤0.01%
+63
416
$1K ﹤0.01%
15
417
$1K ﹤0.01%
+6
418
$1K ﹤0.01%
+10
419
$1K ﹤0.01%
5
420
$1K ﹤0.01%
28
421
$1K ﹤0.01%
125
422
$1K ﹤0.01%
+42
423
$1K ﹤0.01%
+14
424
$1K ﹤0.01%
300
425
$1K ﹤0.01%
100
15 16
17
18 19