IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.66%
2 Financials 0.47%
3 Healthcare 0.31%
4 Industrials 0.27%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RNG icon
426
RingCentral
RNG
$2.25B
$5.38K ﹤0.01%
190
CEG icon
427
Constellation Energy
CEG
$112B
$5.26K ﹤0.01%
16
GD icon
428
General Dynamics
GD
$99.2B
$5.12K ﹤0.01%
15
IONQ icon
429
IonQ
IONQ
$18B
$4.92K ﹤0.01%
+80
AVUS icon
430
Avantis US Equity ETF
AVUS
$10.8B
$4.89K ﹤0.01%
45
BSX icon
431
Boston Scientific
BSX
$131B
$4.88K ﹤0.01%
50
EQH icon
432
Equitable Holdings
EQH
$13.4B
$4.75K ﹤0.01%
94
OMFS icon
433
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$279M
$4.57K ﹤0.01%
104
-110
VNQ icon
434
Vanguard Real Estate ETF
VNQ
$35.5B
$4.57K ﹤0.01%
50
EFV icon
435
iShares MSCI EAFE Value ETF
EFV
$28.5B
$4.54K ﹤0.01%
67
OPEN icon
436
Opendoor
OPEN
$6.35B
$4.46K ﹤0.01%
+579
VEU icon
437
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$4.35K ﹤0.01%
61
FBIN icon
438
Fortune Brands Innovations
FBIN
$7.39B
$4.27K ﹤0.01%
80
ZBH icon
439
Zimmer Biomet
ZBH
$17.3B
$3.94K ﹤0.01%
40
MSGS icon
440
Madison Square Garden
MSGS
$6.97B
$3.86K ﹤0.01%
17
MATW icon
441
Matthews International
MATW
$842M
$3.71K ﹤0.01%
153
HRL icon
442
Hormel Foods
HRL
$13.3B
$3.71K ﹤0.01%
150
BLCN icon
443
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$38.4M
$3.54K ﹤0.01%
128
CCI icon
444
Crown Castle
CCI
$39.6B
$3.47K ﹤0.01%
36
MGNR icon
445
American Beacon GLG Natural Resources ETF
MGNR
$405M
$3.44K ﹤0.01%
85
STZ icon
446
Constellation Brands
STZ
$27.2B
$3.37K ﹤0.01%
25
SCHF icon
447
Schwab International Equity ETF
SCHF
$57.7B
$3.21K ﹤0.01%
138
IGSB icon
448
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$3.18K ﹤0.01%
+60
SPIB icon
449
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$3.15K ﹤0.01%
+93
MDLZ icon
450
Mondelez International
MDLZ
$73.8B
$3.12K ﹤0.01%
50