IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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%
+3
427
$1K ﹤0.01%
+10
428
$1K ﹤0.01%
+10
429
$1K ﹤0.01%
+9
430
$1K ﹤0.01%
66
431
$1K ﹤0.01%
+16
432
$1K ﹤0.01%
+10
433
$1K ﹤0.01%
+3
434
$1K ﹤0.01%
27
435
$1K ﹤0.01%
18
436
$1K ﹤0.01%
+13
437
$1K ﹤0.01%
+5
438
$1K ﹤0.01%
8
439
$1K ﹤0.01%
11
-13
440
– –
-63
441
– –
-52
442
$0 ﹤0.01%
18
443
$0 ﹤0.01%
2
444
– –
-215
445
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446
$0 ﹤0.01%
7
447
– –
-480
448
– –
-5,195
449
– –
-189
450
– –
-2,685
16 17
18
19 20