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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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$2.17M
3
+$1.88M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.74M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.39M

Top Sells

1
+$972K
2
+$911K
3
+$902K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$586K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$340K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
+10
427
$1K ﹤0.01%
+9
428
$1K ﹤0.01%
66
429
$1K ﹤0.01%
+16
430
$1K ﹤0.01%
+10
431
$1K ﹤0.01%
+3
432
$1K ﹤0.01%
27
433
$1K ﹤0.01%
18
434
$1K ﹤0.01%
+13
435
$1K ﹤0.01%
8
436
$1K ﹤0.01%
+3
437
$1K ﹤0.01%
+5
438
$1K ﹤0.01%
8
439
$1K ﹤0.01%
11
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440
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441
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-5,195
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443
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0
448
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-2,508
449
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450
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-85
16 17
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