IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
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 Berman 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
126
$89.8K 0.02%
1,210
-165
127
$87.1K 0.02%
2,086
+267
128
$86.9K 0.02%
179
129
$86K 0.02%
1,871
130
$85.5K 0.02%
401
+36
131
$85.3K 0.02%
1,692
132
$83.2K 0.02%
5,290
+100
133
$82.2K 0.02%
329
+1
134
$78.6K 0.02%
2,305
135
$75K 0.02%
419
136
$75K 0.02%
129
137
$74.6K 0.02%
490
138
$73.9K 0.02%
4,197
+3,312
139
$73.5K 0.02%
1,125
140
$69.3K 0.01%
264
141
$68.6K 0.01%
1,276
142
$67.7K 0.01%
668
+91
143
$67.2K 0.01%
758
144
$65.4K 0.01%
700
145
$65.4K 0.01%
350
146
$64.8K 0.01%
131
-25
147
$63.5K 0.01%
525
-90
148
$62.1K 0.01%
735
-75
149
$62K 0.01%
635
+139
150
$61.7K 0.01%
450
4 5
6
7 8