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
$466M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.39M
3
+$1.58M
4
NBCM icon
Neuberger Berman Commodity Strategy ETF
NBCM
+$1.57M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.5M

Top Sells

1
+$9.84M
2
+$1.53M
3
+$1.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$735K

Sector Composition

1 Technology 0.68%
2 Financials 0.64%
3 Healthcare 0.39%
4 Energy 0.25%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.17K ﹤0.01%
19
402
$2.15K ﹤0.01%
+500
403
$2.05K ﹤0.01%
53
404
$1.96K ﹤0.01%
39
405
$1.82K ﹤0.01%
100
406
$1.78K ﹤0.01%
12
407
$1.72K ﹤0.01%
157
408
$1.71K ﹤0.01%
72
-101
409
$1.65K ﹤0.01%
10
410
$1.57K ﹤0.01%
100
411
$1.57K ﹤0.01%
+52
412
$1.51K ﹤0.01%
40
413
$1.5K ﹤0.01%
80
414
$1.44K ﹤0.01%
100
415
$1.42K ﹤0.01%
100
416
$1.38K ﹤0.01%
+6
417
$1.3K ﹤0.01%
100
418
$1.26K ﹤0.01%
200
419
$1.09K ﹤0.01%
66
420
$1.08K ﹤0.01%
28
421
$982 ﹤0.01%
97
422
$966 ﹤0.01%
15
423
$794 ﹤0.01%
100
424
$623 ﹤0.01%
+13
425
$623 ﹤0.01%
+36
15 16
17
18 19