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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
$339M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.81M
3
+$2.68M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.28M
5
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$1.95M

Top Sells

1
+$2.22M
2
+$1.64M
3
+$1.34M
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$1.26M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.2M

Sector Composition

1 Technology 0.57%
2 Healthcare 0.44%
3 Industrials 0.27%
4 Financials 0.26%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$359 ﹤0.01%
7
427
$247 ﹤0.01%
+4
428
$181 ﹤0.01%
4
429
$144 ﹤0.01%
19
430
$101 ﹤0.01%
18
431
$89 ﹤0.01%
11
432
$54 ﹤0.01%
2
433
$37 ﹤0.01%
4
434
– –
0
435
– –
0
436
– –
-23
437
– –
-14
438
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-196
439
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-29
440
– –
-46
441
– –
-230
442
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-25
443
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-13
444
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-15
445
– –
-333
446
– –
-4
447
– –
-5
448
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-34
449
– –
-740
450
– –
-61
16 17
18
19 20