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
76
$637K 0.08%
17,127
+7,219
77
$633K 0.08%
6,074
+2
78
$621K 0.08%
9,205
79
$601K 0.08%
2,787
-13
80
$599K 0.08%
11,896
-6,923
81
$592K 0.08%
1,395
+101
82
$451K 0.06%
7,267
-721
83
$430K 0.06%
1,789
84
$404K 0.05%
4,556
+4,388
85
$399K 0.05%
1,819
-256
86
$382K 0.05%
619
-11
87
$382K 0.05%
1,612
-48
88
$372K 0.05%
1,701
-1,377
89
$371K 0.05%
375
90
$365K 0.05%
995
91
$363K 0.05%
8,113
-417
92
$354K 0.05%
2,002
93
$341K 0.05%
1,175
94
$338K 0.04%
3,204
95
$337K 0.04%
432
-3
96
$326K 0.04%
10,811
+122
97
$313K 0.04%
6,672
-79,574
98
$285K 0.04%
2,607
-500
99
$281K 0.04%
6,433
-959
100
$270K 0.04%
3,596
-942
2 3
4
5 6