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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.1M
3
+$9.33M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$5.91M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$3.65M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.69M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.37K ﹤0.01%
19
452
$1.32K ﹤0.01%
10
453
$1.26K ﹤0.01%
24
454
$1.23K ﹤0.01%
26
455
$1.23K ﹤0.01%
200
456
$1.2K ﹤0.01%
42
457
$1.2K ﹤0.01%
40
458
$1.16K ﹤0.01%
109
459
$1.04K ﹤0.01%
+28
460
$1.04K ﹤0.01%
14
461
$1.03K ﹤0.01%
20
462
$925 ﹤0.01%
15
463
$874 ﹤0.01%
80
464
$759 ﹤0.01%
30
465
$719 ﹤0.01%
4
466
$700 ﹤0.01%
13
467
$683 ﹤0.01%
38
468
$682 ﹤0.01%
28
469
$658 ﹤0.01%
4
470
$641 ﹤0.01%
+42
471
$583 ﹤0.01%
66
472
$575 ﹤0.01%
+25
473
$538 ﹤0.01%
80
474
$535 ﹤0.01%
13
475
$463 ﹤0.01%
66
17 18
19
20 21