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

Top Sells

1 +$4.76M
2 +$4.08M
3 +$3.73M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.56M

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
VAC icon
451
Marriott Vacations Worldwide
VAC
$2.07B
$1.37K ﹤0.01%
19
ABNB icon
452
Airbnb
ABNB
$79.2B
$1.32K ﹤0.01%
10
GLW icon
453
Corning
GLW
$80.8B
$1.26K ﹤0.01%
24
EPI icon
454
WisdomTree India Earnings Fund ETF
EPI
$2.7B
$1.23K ﹤0.01%
26
FIP icon
455
FTAI Infrastructure
FIP
$670M
$1.23K ﹤0.01%
200
FNDA icon
456
Schwab Fundamental US Small Company Index ETF
FNDA
$9.65B
$1.2K ﹤0.01%
42
BP icon
457
BP
BP
$91B
$1.2K ﹤0.01%
40
VOD icon
458
Vodafone
VOD
$31.6B
$1.16K ﹤0.01%
109
FELG icon
459
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.67B
$1.04K ﹤0.01%
+28
GEHC icon
460
GE HealthCare
GEHC
$37.2B
$1.04K ﹤0.01%
14
TECH icon
461
Bio-Techne
TECH
$10.7B
$1.03K ﹤0.01%
20
ELS icon
462
Equity Lifestyle Properties
ELS
$12.3B
$925 ﹤0.01%
15
MBC icon
463
MasterBrand
MBC
$1.64B
$874 ﹤0.01%
80
SCHA icon
464
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$759 ﹤0.01%
30
DGX icon
465
Quest Diagnostics
DGX
$21.1B
$719 ﹤0.01%
4
BHF icon
466
Brighthouse Financial
BHF
$3.66B
$700 ﹤0.01%
13
MJ icon
467
Amplify Alternative Harvest ETF
MJ
$151M
$683 ﹤0.01%
38
ASB icon
468
Associated Banc-Corp
ASB
$4.41B
$682 ﹤0.01%
28
VOE icon
469
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$658 ﹤0.01%
4
ANGI icon
470
Angi Inc
ANGI
$539M
$641 ﹤0.01%
+42
TWIN icon
471
Twin Disc
TWIN
$276M
$583 ﹤0.01%
66
GOVT icon
472
iShares US Treasury Bond ETF
GOVT
$33.7B
$575 ﹤0.01%
+25
QS icon
473
QuantumScape Corp
QS
$6.34B
$538 ﹤0.01%
80
FITB icon
474
Fifth Third Bancorp
FITB
$32.5B
$535 ﹤0.01%
13
ORC
475
Orchid Island Capital
ORC
$1.4B
$463 ﹤0.01%
66