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
$896M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Sells

1 +$5.09M
2 +$4.94M
3 +$1.69M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.52M
5
MFSG
MFS Active Growth ETF
MFSG
+$1.1M

Sector Composition

1 Technology 0.52%
2 Financials 0.44%
3 Healthcare 0.34%
4 Industrials 0.33%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BSX icon
451
Boston Scientific
BSX
$71.3B
$3.14K ﹤0.01%
50
DELL icon
452
Dell
DELL
$303B
$3.12K ﹤0.01%
19
FBIN icon
453
Fortune Brands Innovations
FBIN
$4.65B
$3.12K ﹤0.01%
80
BBRE icon
454
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.21B
$3.06K ﹤0.01%
32
CCI icon
455
Crown Castle
CCI
$39.7B
$2.93K ﹤0.01%
36
SILA
456
Sila Realty Trust
SILA
$1.67B
$2.77K ﹤0.01%
117
BLCN icon
457
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$35.9M
$2.69K ﹤0.01%
128
FE icon
458
FirstEnergy
FE
$26.8B
$2.69K ﹤0.01%
53
IREN icon
459
Iris Energy
IREN
$23.3B
$2.67K ﹤0.01%
78
-6
ZIM icon
460
ZIM Integrated Shipping Services
ZIM
$2.98B
$2.56K ﹤0.01%
97
ISMD icon
461
Inspire Small/Mid Cap Impact ETF
ISMD
$318M
$2.52K ﹤0.01%
63
FNDF icon
462
Schwab Fundamental International Large Company Index ETF
FNDF
$24.7B
$2.5K ﹤0.01%
51
EXC icon
463
Exelon
EXC
$45.7B
$2.4K ﹤0.01%
49
CSIQ icon
464
Canadian Solar
CSIQ
$1.24B
$2.31K ﹤0.01%
167
PHM icon
465
Pultegroup
PHM
$22.5B
$2.31K ﹤0.01%
20
DEO icon
466
Diageo
DEO
$44.4B
$2.23K ﹤0.01%
30
XLC icon
467
State Street Communication Services Select Sector SPDR ETF
XLC
$25.1B
$2.22K ﹤0.01%
20
-80
TCAF icon
468
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.28B
$2.21K ﹤0.01%
62
FNDX icon
469
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
$2.17K ﹤0.01%
78
TOL icon
470
Toll Brothers
TOL
$13B
$2.04K ﹤0.01%
15
BP icon
471
BP
BP
$111B
$1.88K ﹤0.01%
40
JEPI icon
472
JPMorgan Equity Premium Income ETF
JEPI
$44B
$1.81K ﹤0.01%
32
FNDE icon
473
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.71B
$1.65K ﹤0.01%
43
QDEL icon
474
QuidelOrtho
QDEL
$888M
$1.64K ﹤0.01%
100
VOD icon
475
Vodafone
VOD
$34.5B
$1.64K ﹤0.01%
109