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
51
$909K 0.2%
4,850
-955
52
$886K 0.19%
10,680
-606
53
$828K 0.18%
1,970
+550
54
$773K 0.17%
1,837
+19
55
$681K 0.15%
11,262
-710
56
$670K 0.14%
5,737
-772
57
$587K 0.13%
7,149
+3,207
58
$545K 0.12%
26,355
+1,911
59
$539K 0.12%
9,039
+544
60
$513K 0.11%
12,156
-41
61
$484K 0.1%
5,235
-308
62
$479K 0.1%
+8,267
63
$451K 0.1%
1,016
+253
64
$435K 0.09%
2,069
+15
65
$399K 0.09%
3,608
66
$394K 0.08%
506
67
$391K 0.08%
1,159
68
$379K 0.08%
788
-120
69
$369K 0.08%
6,080
70
$346K 0.07%
2,754
71
$336K 0.07%
8,202
-20
72
$331K 0.07%
11,111
+298
73
$302K 0.06%
1,726
+495
74
$296K 0.06%
4,532
75
$293K 0.06%
3,240
-1,060
1 2
3
4 5