IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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 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
76
$291K 0.06%
5,735
-30,247
77
$291K 0.06%
9,273
-1,811
78
$287K 0.06%
1,817
79
$279K 0.06%
5,538
-11,363
80
$277K 0.06%
531
+190
81
$260K 0.06%
4,000
82
$255K 0.05%
664
+42
83
$253K 0.05%
9,975
84
$242K 0.05%
1,344
+90
85
$241K 0.05%
4,804
-496
86
$236K 0.05%
1,785
87
$233K 0.05%
827
+413
88
$232K 0.05%
1,013
-4
89
$214K 0.05%
1,843
+1,608
90
$212K 0.05%
1,163
+425
91
$209K 0.04%
1,914
-285
92
$205K 0.04%
3,200
93
$203K 0.04%
1,015
-15
94
$200K 0.04%
2,017
95
$200K 0.04%
273
+12
96
$198K 0.04%
29,024
+27,478
97
$189K 0.04%
460
+40
98
$185K 0.04%
1,136
-100
99
$179K 0.04%
1,459
100
$154K 0.03%
3,151
-44
2 3
4
5 6