IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.03M
3
+$2.85M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.83M
5
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$2.63M

Top Sells

1
+$2.51M
2
+$1.1M
3
+$706K
4
CROX icon
Crocs
CROX
+$591K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$562K

Sector Composition

1 Technology 0.86%
2 Financials 0.63%
3 Industrials 0.26%
4 Healthcare 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.13K ﹤0.01%
84
452
$3.06K ﹤0.01%
6
453
$3.02K ﹤0.01%
+52
454
$2.99K ﹤0.01%
50
-88
455
$2.52K ﹤0.01%
4
456
$2.48K ﹤0.01%
11
457
$2.41K ﹤0.01%
28
458
$2.36K ﹤0.01%
63
459
$2.21K ﹤0.01%
12
460
$2.19K ﹤0.01%
19
461
$2.11K ﹤0.01%
53
462
$2.08K ﹤0.01%
97
463
$2.03K ﹤0.01%
+64
464
$1.86K ﹤0.01%
167
465
$1.84K ﹤0.01%
49
+19
466
$1.73K ﹤0.01%
52
467
$1.71K ﹤0.01%
+19
468
$1.63K ﹤0.01%
+23
469
$1.58K ﹤0.01%
6
-43
470
$1.49K ﹤0.01%
3
471
$1.45K ﹤0.01%
200
472
$1.44K ﹤0.01%
20
473
$1.42K ﹤0.01%
30
474
$1.31K ﹤0.01%
10
475
$1.22K ﹤0.01%
100
17 18
19
20 21