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
101
$152K 0.03%
2,689
+95
102
$151K 0.03%
1,468
+1,024
103
$149K 0.03%
2,481
+1,875
104
$142K 0.03%
140
105
$134K 0.03%
6,165
106
$131K 0.03%
635
107
$130K 0.03%
874
+234
108
$127K 0.03%
229
+203
109
$127K 0.03%
2,225
-235
110
$125K 0.03%
2,968
111
$124K 0.03%
786
112
$123K 0.03%
6,282
113
$120K 0.03%
1,740
114
$114K 0.02%
3,685
-2,022
115
$108K 0.02%
388
+25
116
$107K 0.02%
815
-81
117
$105K 0.02%
637
+122
118
$104K 0.02%
199
119
$103K 0.02%
+260
120
$101K 0.02%
1,800
+200
121
$97.5K 0.02%
1,085
122
$94.5K 0.02%
1,831
123
$93.5K 0.02%
1,425
124
$91.4K 0.02%
2,198
125
$90.4K 0.02%
438
3 4
5
6 7