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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
$864M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$4.01M
3 +$1.14M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.06M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.04M

Top Sells

1 +$1.73M
2 +$1.58M
3 +$1.02M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$712K
5
HAP icon
VanEck Natural Resources ETF
HAP
+$685K

Sector Composition

1 Technology 0.58%
2 Financials 0.46%
3 Healthcare 0.33%
4 Industrials 0.25%
5 Utilities 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LFMD icon
426
LifeMD
LFMD
$227M
$3.41K ﹤0.01%
1,000
SCHF icon
427
Schwab International Equity ETF
SCHF
$66.2B
$3.32K ﹤0.01%
138
CCI icon
428
Crown Castle
CCI
$40.2B
$3.2K ﹤0.01%
36
GDXJ icon
429
VanEck Junior Gold Miners ETF
GDXJ
$7.67B
$3.19K ﹤0.01%
28
IREN icon
430
Iris Energy
IREN
$21.4B
$3.17K ﹤0.01%
+84
IGSB icon
431
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$3.17K ﹤0.01%
60
SPIB icon
432
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$3.14K ﹤0.01%
93
BLCN icon
433
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$37M
$3.07K ﹤0.01%
128
RSPT icon
434
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.51B
$3K ﹤0.01%
66
BBRE icon
435
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
$2.96K ﹤0.01%
32
TDIV icon
436
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.43B
$2.9K ﹤0.01%
30
QDEL icon
437
QuidelOrtho
QDEL
$964M
$2.86K ﹤0.01%
100
SILA
438
Sila Realty Trust
SILA
$1.67B
$2.73K ﹤0.01%
117
DEO icon
439
Diageo
DEO
$45.5B
$2.59K ﹤0.01%
30
ISMD icon
440
Inspire Small/Mid Cap Impact ETF
ISMD
$324M
$2.43K ﹤0.01%
63
DELL icon
441
Dell
DELL
$256B
$2.39K ﹤0.01%
19
FE icon
442
FirstEnergy
FE
$27.2B
$2.37K ﹤0.01%
53
TCAF icon
443
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.01B
$2.37K ﹤0.01%
62
FNDF icon
444
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$2.31K ﹤0.01%
+51
PHM icon
445
Pultegroup
PHM
$23.5B
$2.3K ﹤0.01%
20
EXC icon
446
Exelon
EXC
$47.3B
$2.14K ﹤0.01%
49
FNDX icon
447
Schwab Fundamental US Large Company Index ETF
FNDX
$25.8B
$2.12K ﹤0.01%
78
GLW icon
448
Corning
GLW
$154B
$2.1K ﹤0.01%
24
DJT icon
449
Trump Media & Technology Group
DJT
$2.16B
$2.06K ﹤0.01%
156
ZIM icon
450
ZIM Integrated Shipping Services
ZIM
$3.16B
$2.06K ﹤0.01%
97