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
$567M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.03M
3
+$2.85M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.83M
5
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$2.63M

Top Sells

1
+$2.51M
2
+$1.1M
3
+$706K
4
CROX icon
Crocs
CROX
+$591K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$562K

Sector Composition

1 Technology 0.86%
2 Financials 0.63%
3 Industrials 0.26%
4 Healthcare 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.96K ﹤0.01%
28
427
$4.88K ﹤0.01%
+600
428
$4.75K ﹤0.01%
65
429
$4.47K ﹤0.01%
50
430
$4.46K ﹤0.01%
100
431
$4.44K ﹤0.01%
1,495
432
$4.42K ﹤0.01%
200
433
$4.37K ﹤0.01%
49
434
$4.36K ﹤0.01%
45
435
$4.24K ﹤0.01%
153
436
$4.22K ﹤0.01%
40
437
$4.2K ﹤0.01%
765
438
$4.19K ﹤0.01%
396
-22
439
$4.08K ﹤0.01%
160
440
$3.95K ﹤0.01%
15
441
$3.93K ﹤0.01%
144
-1,437
442
$3.84K ﹤0.01%
17
443
$3.81K ﹤0.01%
30
444
$3.69K ﹤0.01%
160
-400
445
$3.65K ﹤0.01%
260
-140
446
$3.58K ﹤0.01%
16
+6
447
$3.52K ﹤0.01%
+67
448
$3.45K ﹤0.01%
98
449
$3.28K ﹤0.01%
128
450
$3.27K ﹤0.01%
36
16 17
18
19 20