IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
This Quarter Return
+6.41%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
72.38%
Holding
435
New
432
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 0.95% |
| 2 | Healthcare | 0.55% |
| 3 | Technology | 0.55% |
| 4 | Communication Services | 0.48% |
| 5 | Industrials | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Western Alliance Bancorporation
WAL
$9.88B
| $1K | ﹤0.01% |
+14
| New | +$1K |
|
427
Wendy's
WEN
$2.02B
| $1K | ﹤0.01% |
+27
| New | +$1K |
|
|
QVCGA
428
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $1K | ﹤0.01% |
+15
| New | +$1K |
|
|
MDC
429
DELISTED
M.D.C. Holdings, Inc.
MDC
| $1K | ﹤0.01% |
+19
| New | +$1K |
|
|
AVTA
430
DELISTED
Avantax, Inc. Common Stock
AVTA
| $1K | ﹤0.01% |
+10
| New | +$1K |
|
|
SQBG
431
DELISTED
Sequential Brands Group, Inc.
SQBG
| $1K | ﹤0.01% |
+156
| New | +$1K |
|
|
FTR
432
DELISTED
Frontier Communications Corp.
FTR
| $1K | ﹤0.01% |
+10
| New | +$1K |
|
433
First Trust RiverFront Dynamic Developed International ETF
RFDI
$126M
| – | – |
0
| – | – |
|