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
$438M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.2M
3
+$11.8M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$8.96M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$4.3M

Top Sells

1
+$9.27M
2
+$3.91M
3
+$2.31M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$2.24M
5
BBRE icon
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
+$1.04M

Sector Composition

1 Technology 0.68%
2 Financials 0.5%
3 Healthcare 0.37%
4 Industrials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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0
477
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479
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484
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485
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-1,900
486
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