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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$18.5M
3
+$10.1M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$6.42M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M

Top Sells

1
+$4.76M
2
+$4.08M
3
+$3.73M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.56M

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
SCHX icon
101
Schwab US Large- Cap ETF
SCHX
$64.5B
$265K 0.04%
10,856
SUSA icon
102
iShares ESG Optimized MSCI USA ETF
SUSA
$3.82B
$261K 0.03%
2,059
+201
KO icon
103
Coca-Cola
KO
$303B
$253K 0.03%
3,575
+3
SCHV icon
104
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$249K 0.03%
9,000
GLD icon
105
SPDR Gold Trust
GLD
$158B
$228K 0.03%
749
-99
NEE icon
106
NextEra Energy
NEE
$171B
$222K 0.03%
3,200
MDY icon
107
SPDR S&P MidCap 400 ETF Trust
MDY
$25.5B
$222K 0.03%
392
FEX icon
108
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.43B
$218K 0.03%
1,987
DE icon
109
Deere & Co
DE
$139B
$218K 0.03%
428
CVX icon
110
Chevron
CVX
$332B
$217K 0.03%
1,519
+109
ABBV icon
111
AbbVie
ABBV
$383B
$213K 0.03%
1,149
+4
ET icon
112
Energy Transfer Partners
ET
$59.9B
$204K 0.03%
11,259
+713
ARTY
113
iShares Future AI & Tech ETF
ARTY
$2.13B
$184K 0.02%
4,479
+4,388
MLPX icon
114
Global X MLP & Energy Infrastructure ETF
MLPX
$2.66B
$182K 0.02%
2,902
-15
CAT icon
115
Caterpillar
CAT
$303B
$179K 0.02%
462
-5
GOOG icon
116
Alphabet (Google) Class C
GOOG
$4.02T
$175K 0.02%
985
-27
T icon
117
AT&T
T
$168B
$174K 0.02%
6,018
-32
IWD icon
118
iShares Russell 1000 Value ETF
IWD
$71.6B
$171K 0.02%
879
IYW icon
119
iShares US Technology ETF
IYW
$21B
$169K 0.02%
978
META icon
120
Meta Platforms (Facebook)
META
$1.56T
$165K 0.02%
223
TSLA icon
121
Tesla
TSLA
$1.46T
$163K 0.02%
513
+125
LNT icon
122
Alliant Energy
LNT
$17.2B
$162K 0.02%
2,677
MCD icon
123
McDonald's
MCD
$220B
$160K 0.02%
546
+1
WPC icon
124
W.P. Carey
WPC
$14.9B
$156K 0.02%
2,499
+4
AVGO icon
125
Broadcom
AVGO
$1.63T
$150K 0.02%
543
3 4
5
6 7