IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.39M
3
+$1.58M
4
NBCM icon
Neuberger Berman Commodity Strategy ETF
NBCM
+$1.57M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.5M

Top Sells

1
+$9.84M
2
+$1.53M
3
+$1.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$735K

Sector Composition

1 Technology 0.68%
2 Financials 0.64%
3 Healthcare 0.39%
4 Energy 0.25%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$602 ﹤0.01%
28
427
$564 ﹤0.01%
6
428
$526 ﹤0.01%
28
429
$509 ﹤0.01%
27
430
$503 ﹤0.01%
80
431
$500 ﹤0.01%
+20
432
$477 ﹤0.01%
6
433
$374 ﹤0.01%
5
434
$361 ﹤0.01%
7
435
$292 ﹤0.01%
61
436
$291 ﹤0.01%
2
437
$253 ﹤0.01%
4
438
$243 ﹤0.01%
+19
439
$207 ﹤0.01%
19
440
$101 ﹤0.01%
18
441
$89 ﹤0.01%
1
442
$72 ﹤0.01%
6
443
$66 ﹤0.01%
4
444
$40 ﹤0.01%
2
445
– –
0
446
$3 ﹤0.01%
2
447
– –
-1,005
448
– –
-200
449
– –
-170
450
– –
0
16 17
18
19 20