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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$2.16M
3
+$1.91M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.76M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.36M

Top Sells

1
+$976K
2
+$915K
3
+$886K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$636K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$345K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-974
452
$0 ﹤0.01%
62
453
– –
-63
454
– –
-200
455
– –
-244
456
– –
-218
457
– –
-839
458
$0 ﹤0.01%
19
459
– –
-50
460
– –
-5,195
461
– –
-189
462
– –
-2,685
463
– –
0
464
– –
-2,508
465
– –
-575
466
– –
-85
467
– –
-135
468
– –
0
469
– –
-200
470
– –
-5
471
$0 ﹤0.01%
5
472
– –
-320
473
$0 ﹤0.01%
6
474
$0 ﹤0.01%
94
475
– –
-157
16 17 18
19
20