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
$643M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$30.7M
3
+$8.74M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$8.46M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.53M

Top Sells

1
+$30M
2
+$3.11M
3
+$3.06M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.44M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$752K

Sector Composition

1 Technology 0.63%
2 Financials 0.56%
3 Healthcare 0.44%
4 Industrials 0.26%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.73K ﹤0.01%
19
452
$1.6K ﹤0.01%
28
453
$1.49K ﹤0.01%
49
+16
454
$1.45K ﹤0.01%
167
455
$1.42K ﹤0.01%
97
456
$1.35K ﹤0.01%
40
457
$1.35K ﹤0.01%
19
+15
458
$1.33K ﹤0.01%
+43
459
$1.32K ﹤0.01%
+43
460
$1.23K ﹤0.01%
+90
461
$1.22K ﹤0.01%
19
462
$1.2K ﹤0.01%
10
463
$1.18K ﹤0.01%
30
464
$1.17K ﹤0.01%
20
465
$1.15K ﹤0.01%
+42
466
$1.14K ﹤0.01%
+26
467
$1.13K ﹤0.01%
14
468
$1.1K ﹤0.01%
24
469
$1.04K ﹤0.01%
80
470
$1.04K ﹤0.01%
+70
471
$1.02K ﹤0.01%
109
472
$1K ﹤0.01%
15
473
$906 ﹤0.01%
200
474
$779 ﹤0.01%
16
-159
475
$754 ﹤0.01%
13
+6
17 18
19
20 21