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
$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

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
DELL icon
451
Dell
DELL
$98.3B
$1.73K ﹤0.01%
19
GDXJ icon
452
VanEck Junior Gold Miners ETF
GDXJ
$7.78B
$1.6K ﹤0.01%
28
KHC icon
453
Kraft Heinz
KHC
$28.7B
$1.49K ﹤0.01%
49
+16
CSIQ icon
454
Canadian Solar
CSIQ
$1.91B
$1.45K ﹤0.01%
167
ZIM icon
455
ZIM Integrated Shipping Services
ZIM
$1.77B
$1.42K ﹤0.01%
97
BP icon
456
BP
BP
$93.6B
$1.35K ﹤0.01%
40
C icon
457
Citigroup
C
$180B
$1.35K ﹤0.01%
19
+15
AAAU icon
458
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.04B
$1.33K ﹤0.01%
+43
FNDE icon
459
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.01B
$1.32K ﹤0.01%
+43
PDBC icon
460
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.55B
$1.23K ﹤0.01%
+90
VAC icon
461
Marriott Vacations Worldwide
VAC
$1.63B
$1.22K ﹤0.01%
19
ABNB icon
462
Airbnb
ABNB
$73.3B
$1.2K ﹤0.01%
10
AAP icon
463
Advance Auto Parts
AAP
$2.92B
$1.18K ﹤0.01%
30
TECH icon
464
Bio-Techne
TECH
$8.95B
$1.17K ﹤0.01%
20
FNDA icon
465
Schwab Fundamental US Small Company Index ETF
FNDA
$9.04B
$1.15K ﹤0.01%
+42
EPI icon
466
WisdomTree India Earnings Fund ETF
EPI
$2.91B
$1.14K ﹤0.01%
+26
GEHC icon
467
GE HealthCare
GEHC
$33.3B
$1.13K ﹤0.01%
14
GLW icon
468
Corning
GLW
$73.3B
$1.1K ﹤0.01%
24
MBC icon
469
MasterBrand
MBC
$1.39B
$1.04K ﹤0.01%
80
TAK icon
470
Takeda Pharmaceutical
TAK
$43.2B
$1.04K ﹤0.01%
+70
VOD icon
471
Vodafone
VOD
$27.6B
$1.02K ﹤0.01%
109
ELS icon
472
Equity Lifestyle Properties
ELS
$12B
$1K ﹤0.01%
15
FIP icon
473
FTAI Infrastructure
FIP
$591M
$906 ﹤0.01%
200
CAKE icon
474
Cheesecake Factory
CAKE
$2.36B
$779 ﹤0.01%
16
-159
BHF icon
475
Brighthouse Financial
BHF
$3.77B
$754 ﹤0.01%
13
+6