IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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
26
$9.17M 1.21%
109,465
+3,768
27
$7.08M 0.94%
34,604
-92
28
$6.6M 0.87%
83,064
+25,363
29
$5.88M 0.78%
82,515
-8,112
30
$5.84M 0.77%
228,120
+14,652
31
$5.72M 0.76%
109,310
+29,665
32
$5.31M 0.7%
132,394
+30,703
33
$5.15M 0.68%
120,909
+1,092
34
$4.7M 0.62%
162,232
+5,030
35
$4.58M 0.61%
134,330
-11,918
36
$4.41M 0.58%
66,845
+35,328
37
$4.3M 0.57%
62,724
-11,110
38
$3.87M 0.51%
44,535
+25,497
39
$3.71M 0.49%
+139,770
40
$3.65M 0.48%
67,381
-16,140
41
$3.45M 0.46%
69,317
-5,585
42
$3.32M 0.44%
96,479
+18,289
43
$2.97M 0.39%
48,648
-22,244
44
$2.77M 0.37%
124,493
+5,220
45
$2.61M 0.34%
51,171
+29,605
46
$2.56M 0.34%
85,935
-13,657
47
$2.55M 0.34%
79,576
-19,979
48
$2.53M 0.33%
46,572
+29,272
49
$2.5M 0.33%
22,381
+21,922
50
$2.43M 0.32%
43,935
+1,242
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2
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