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
51
$2.42M 0.32%
31,114
-1,060
52
$2.35M 0.31%
4,842
+72
53
$1.96M 0.26%
31,355
-2,957
54
$1.87M 0.25%
23,628
+6,993
55
$1.76M 0.23%
41,091
-61
56
$1.66M 0.22%
13,280
-706
57
$1.64M 0.22%
33,360
+22,508
58
$1.46M 0.19%
7,094
+222
59
$1.36M 0.18%
21,825
+1,187
60
$1.31M 0.17%
4,307
-39
61
$1.28M 0.17%
40,314
-2,332
62
$1.2M 0.16%
47,153
-5,856
63
$1.19M 0.16%
2,094
64
$1.14M 0.15%
7,437
65
$1.11M 0.15%
39,676
-3,462
66
$1.07M 0.14%
2,153
+105
67
$1.03M 0.14%
14,856
+1,157
68
$887K 0.12%
9,101
+4,661
69
$849K 0.11%
29,079
+1,785
70
$844K 0.11%
17,412
-14,121
71
$792K 0.1%
5,015
72
$786K 0.1%
5,847
+177
73
$759K 0.1%
15,341
+12,715
74
$731K 0.1%
9,159
-1,094
75
$710K 0.09%
1,287
+4
1 2
3
4 5