IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
+$25.8M
2
+$18.5M
3
+$10.1M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$6.42M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M

Top Sells

1
+$4.76M
2
+$4.08M
3
+$3.73M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.56M

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
IAC icon
426
IAC Inc
IAC
$2.62B
$2.99K ﹤0.01%
80
-18
BLCN icon
427
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$45.9M
$2.98K ﹤0.01%
128
BBRE icon
428
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$933M
$2.95K ﹤0.01%
32
QDEL icon
429
QuidelOrtho
QDEL
$1.51B
$2.88K ﹤0.01%
100
MGNR icon
430
American Beacon GLG Natural Resources ETF
MGNR
$234M
$2.82K ﹤0.01%
+85
DJT icon
431
Trump Media & Technology Group
DJT
$3.37B
$2.81K ﹤0.01%
156
SILA
432
Sila Realty Trust
SILA
$1.29B
$2.77K ﹤0.01%
117
KHC icon
433
Kraft Heinz
KHC
$29.5B
$2.58K ﹤0.01%
100
+51
DELL icon
434
Dell
DELL
$89.8B
$2.33K ﹤0.01%
19
ISMD icon
435
Inspire Small/Mid Cap Impact ETF
ISMD
$214M
$2.24K ﹤0.01%
63
TCAF icon
436
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$5.8B
$2.19K ﹤0.01%
62
FE icon
437
FirstEnergy
FE
$26.5B
$2.13K ﹤0.01%
53
EXC icon
438
Exelon
EXC
$45.8B
$2.13K ﹤0.01%
49
PHM icon
439
Pultegroup
PHM
$23.1B
$2.07K ﹤0.01%
20
-36
FNDX icon
440
Schwab Fundamental US Large Company Index ETF
FNDX
$21B
$1.91K ﹤0.01%
78
GDXJ icon
441
VanEck Junior Gold Miners ETF
GDXJ
$8.14B
$1.89K ﹤0.01%
28
CSIQ icon
442
Canadian Solar
CSIQ
$2.25B
$1.84K ﹤0.01%
167
JPEM icon
443
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$359M
$1.83K ﹤0.01%
+32
XLRE icon
444
Real Estate Select Sector SPDR Fund
XLRE
$7.64B
$1.83K ﹤0.01%
+44
ALB icon
445
Albemarle
ALB
$13.6B
$1.75K ﹤0.01%
28
IEFA icon
446
iShares Core MSCI EAFE ETF
IEFA
$158B
$1.75K ﹤0.01%
+21
VO icon
447
Vanguard Mid-Cap ETF
VO
$86.8B
$1.68K ﹤0.01%
+6
ZIM icon
448
ZIM Integrated Shipping Services
ZIM
$1.93B
$1.56K ﹤0.01%
97
AMP icon
449
Ameriprise Financial
AMP
$42.6B
$1.49K ﹤0.01%
3
-30
FNDE icon
450
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.09B
$1.42K ﹤0.01%
43
16 17
18
19 20