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
476
$452 ﹤0.01%
+9
477
$447 ﹤0.01%
5
478
$430 ﹤0.01%
33
-57
479
$426 ﹤0.01%
6
480
$414 ﹤0.01%
+7
481
$398 ﹤0.01%
6
482
$340 ﹤0.01%
4
-15
483
$311 ﹤0.01%
+50
484
$308 ﹤0.01%
27
485
$305 ﹤0.01%
+50
486
$294 ﹤0.01%
67
487
$224 ﹤0.01%
33
488
$203 ﹤0.01%
19
489
$183 ﹤0.01%
2
490
$64 ﹤0.01%
18
491
$37 ﹤0.01%
4
492
$24 ﹤0.01%
2
493
– –
-717
494
– –
0
495
– –
0
496
– –
-205
497
– –
-7
498
– –
0
499
– –
-70
500
– –
0
18 19
20
21 22