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
$896M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Sells

1 +$5.09M
2 +$4.94M
3 +$1.69M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.52M
5
MFSG
MFS Active Growth ETF
MFSG
+$1.1M

Sector Composition

1 Technology 0.52%
2 Financials 0.44%
3 Healthcare 0.34%
4 Industrials 0.33%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RGA icon
426
Reinsurance Group of America
RGA
$13.2B
$4.94K ﹤0.01%
24
-17
AVUV icon
427
Avantis US Small Cap Value ETF
AVUV
$27B
$4.75K ﹤0.01%
43
OMFS icon
428
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$281M
$4.71K ﹤0.01%
104
WTS icon
429
Watts Water Technologies
WTS
$10.3B
$4.64K ﹤0.01%
16
-19
WRAP icon
430
Wrap Technologies
WRAP
$75.2M
$4.62K ﹤0.01%
3,000
VEU icon
431
Vanguard FTSE All-World ex-US ETF
VEU
$66.7B
$4.58K ﹤0.01%
61
VXUS icon
432
Vanguard Total International Stock ETF
VXUS
$151B
$4.55K ﹤0.01%
+59
CEG icon
433
Constellation Energy
CEG
$96B
$4.47K ﹤0.01%
16
MGNR icon
434
American Beacon GLG Natural Resources ETF
MGNR
$872M
$4.38K ﹤0.01%
85
MDLZ icon
435
Mondelez International
MDLZ
$78.5B
$4.38K ﹤0.01%
76
MATW icon
436
Matthews International
MATW
$828M
$3.95K ﹤0.01%
153
EOLS icon
437
Evolus
EOLS
$429M
$3.81K ﹤0.01%
927
STZ icon
438
Constellation Brands
STZ
$23.9B
$3.75K ﹤0.01%
25
UBER icon
439
Uber
UBER
$150B
$3.67K ﹤0.01%
+51
AXP icon
440
American Express
AXP
$214B
$3.63K ﹤0.01%
+12
ZBH icon
441
Zimmer Biomet
ZBH
$15.9B
$3.62K ﹤0.01%
40
LFMD icon
442
LifeMD
LFMD
$224M
$3.61K ﹤0.01%
1,000
BJUL icon
443
Innovator US Equity Buffer ETF July
BJUL
$275M
$3.58K ﹤0.01%
+72
IRWD icon
444
Ironwood Pharmaceuticals
IRWD
$570M
$3.51K ﹤0.01%
+1,000
EQH icon
445
Equitable Holdings
EQH
$11.6B
$3.47K ﹤0.01%
94
PJUL icon
446
Innovator US Equity Power Buffer ETF July
PJUL
$1,000M
$3.4K ﹤0.01%
+74
HRL icon
447
Hormel Foods
HRL
$12.8B
$3.4K ﹤0.01%
150
GDXJ icon
448
VanEck Junior Gold Miners ETF
GDXJ
$8.42B
$3.36K ﹤0.01%
28
GLW icon
449
Corning
GLW
$152B
$3.26K ﹤0.01%
24
SHEL icon
450
Shell
SHEL
$237B
$3.16K ﹤0.01%
+34