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
$466M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.39M
3
+$1.58M
4
NBCM icon
Neuberger Berman Commodity Strategy ETF
NBCM
+$1.57M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.5M

Top Sells

1
+$9.84M
2
+$1.53M
3
+$1.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$735K

Sector Composition

1 Technology 0.68%
2 Financials 0.64%
3 Healthcare 0.39%
4 Energy 0.25%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 0.94%
93,759
+69
27
$4.26M 0.92%
85,109
-2,433
28
$3.89M 0.84%
90,343
+7,645
29
$3.37M 0.72%
58,212
+4,936
30
$3.3M 0.71%
87,497
+10,252
31
$3.05M 0.66%
65,532
+2,928
32
$3.03M 0.65%
119,997
+5,371
33
$2.74M 0.59%
39,185
-1,036
34
$2.39M 0.51%
+122,215
35
$2M 0.43%
17,884
-953
36
$1.92M 0.41%
30,557
-2,749
37
$1.88M 0.4%
21,535
-1,399
38
$1.8M 0.39%
40,554
-6,275
39
$1.72M 0.37%
30,613
+2,835
40
$1.68M 0.36%
67,107
+7,344
41
$1.61M 0.35%
74,435
+72,569
42
$1.55M 0.33%
29,505
-2,186
43
$1.52M 0.33%
46,384
-149
44
$1.43M 0.31%
52,797
-6,213
45
$1.32M 0.28%
20,112
-512
46
$1.27M 0.27%
2
47
$1.26M 0.27%
4,854
-60
48
$1.22M 0.26%
48,314
+5,444
49
$1.12M 0.24%
6,542
+337
50
$1.1M 0.24%
30,441
+4,907
1
2
3 4 5