IWP
IAG Wealth Partners Portfolio holdings
AUM
$896M
1-Year Est. Return
15.29%
This Fund
S&P 500
1 Year Est. Return
+15.29%
AUM
$896M
AUM Growth
+$32.2M
(+3.7%)
Holding
533
Top Buys
| 1 | +$21.5M | |
| 2 | +$3.87M | |
| 3 | +$2.95M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.71M |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$2.1M |
Top Sells
| 1 | +$5.09M | |
| 2 | +$4.94M | |
| 3 | +$1.69M | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$1.52M |
| 5 |
MFSG
MFS Active Growth ETF
MFSG
|
+$1.1M |
Sector Composition
| 1 | Technology | 0.52% |
| 2 | Financials | 0.44% |
| 3 | Healthcare | 0.34% |
| 4 | Industrials | 0.33% |
| 5 | Utilities | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Janus Henderson AAA CLO ETF
JAAA
$27.3B
| – | – |
-1,340
|
|
||
527
MSC Industrial Direct
MSM
$6.11B
| – | – |
-59
|
|
||
528
Nordson
NDSN
$16B
| – | – |
-2
|
|
||
|
NGD
529
DELISTED
New Gold Inc
NGD
| – | – |
-1,400
|
|
||
530
Target
TGT
$56.2B
| – | – |
-4
|
|
||
531
Tractor Supply
TSCO
$16.7B
| – | – |
-11
|
|
||
532
US Bancorp
USB
$83.1B
| – | – |
0
|
|
||
533
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
| – | – |
-4
|
|