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
101
$265K 0.04%
10,856
102
$261K 0.03%
2,059
+201
103
$253K 0.03%
3,575
+3
104
$249K 0.03%
9,000
105
$228K 0.03%
749
-99
106
$222K 0.03%
3,200
107
$222K 0.03%
392
108
$218K 0.03%
1,987
109
$218K 0.03%
428
110
$217K 0.03%
1,519
+109
111
$213K 0.03%
1,149
+4
112
$204K 0.03%
11,259
+713
113
$184K 0.02%
4,479
+4,388
114
$182K 0.02%
2,902
-15
115
$179K 0.02%
462
-5
116
$175K 0.02%
985
-27
117
$174K 0.02%
6,018
-32
118
$171K 0.02%
879
119
$169K 0.02%
978
120
$165K 0.02%
223
121
$163K 0.02%
513
+125
122
$162K 0.02%
2,677
123
$160K 0.02%
546
+1
124
$156K 0.02%
2,499
+4
125
$150K 0.02%
543
3 4
5
6 7