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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.1M
3
+$9.33M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$5.91M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$3.65M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.69M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.99K ﹤0.01%
80
-18
427
$2.98K ﹤0.01%
128
428
$2.95K ﹤0.01%
32
429
$2.88K ﹤0.01%
100
430
$2.82K ﹤0.01%
+85
431
$2.81K ﹤0.01%
156
432
$2.77K ﹤0.01%
117
433
$2.58K ﹤0.01%
100
+51
434
$2.33K ﹤0.01%
19
435
$2.24K ﹤0.01%
63
436
$2.19K ﹤0.01%
62
437
$2.13K ﹤0.01%
53
438
$2.13K ﹤0.01%
49
439
$2.07K ﹤0.01%
20
-36
440
$1.91K ﹤0.01%
78
441
$1.89K ﹤0.01%
28
442
$1.84K ﹤0.01%
167
443
$1.83K ﹤0.01%
+32
444
$1.83K ﹤0.01%
+44
445
$1.75K ﹤0.01%
28
446
$1.75K ﹤0.01%
+21
447
$1.68K ﹤0.01%
+24
448
$1.56K ﹤0.01%
97
449
$1.49K ﹤0.01%
3
-30
450
$1.42K ﹤0.01%
43
16 17
18
19 20