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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.1M
3
+$9.33M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$5.91M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$3.65M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.69M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.16K ﹤0.01%
16
402
$5.06K ﹤0.01%
160
403
$5.02K ﹤0.01%
59
404
$4.96K ﹤0.01%
+167
405
$4.89K ﹤0.01%
84
406
$4.83K ﹤0.01%
137
407
$4.79K ﹤0.01%
160
408
$4.68K ﹤0.01%
3,000
409
$4.54K ﹤0.01%
396
-7
410
$4.54K ﹤0.01%
150
-50
411
$4.54K ﹤0.01%
45
412
$4.45K ﹤0.01%
50
413
$4.38K ﹤0.01%
15
414
$4.25K ﹤0.01%
67
415
$4.12K ﹤0.01%
80
416
$4.1K ﹤0.01%
61
417
$4.07K ﹤0.01%
25
418
$3.7K ﹤0.01%
36
419
$3.66K ﹤0.01%
153
420
$3.65K ﹤0.01%
40
421
$3.55K ﹤0.01%
17
422
$3.37K ﹤0.01%
50
-50
423
$3.19K ﹤0.01%
200
424
$3.05K ﹤0.01%
138
425
$3.02K ﹤0.01%
30
15 16
17
18 19