IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.6M
3
+$12.4M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$9.83M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$4.42M

Top Sells

1
+$10.3M
2
+$4.03M
3
+$2.48M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.47M
5
OMFS icon
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
+$1.07M

Sector Composition

1 Technology 0.68%
2 Financials 0.5%
3 Healthcare 0.37%
4 Industrials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.06K ﹤0.01%
15
402
$957 ﹤0.01%
97
403
$778 ﹤0.01%
200
404
$767 ﹤0.01%
100
-28
405
$651 ﹤0.01%
6
406
$598 ﹤0.01%
28
407
$556 ﹤0.01%
80
-29
408
$526 ﹤0.01%
27
409
$469 ﹤0.01%
6
410
$404 ﹤0.01%
+28
411
$371 ﹤0.01%
7
412
$359 ﹤0.01%
5
413
$293 ﹤0.01%
61
414
$254 ﹤0.01%
+2
415
$206 ﹤0.01%
4
-172
416
$182 ﹤0.01%
19
417
$168 ﹤0.01%
2
-305
418
$109 ﹤0.01%
18
419
$82 ﹤0.01%
+1
420
$71 ﹤0.01%
4
421
$65 ﹤0.01%
+6
422
$45 ﹤0.01%
2
423
– –
0
424
$4 ﹤0.01%
2
425
– –
-282
15 16
17
18 19