IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
126
$143K 0.02%
1,326
127
$141K 0.02%
396
-43
128
$137K 0.02%
1,104
129
$135K 0.02%
271
130
$135K 0.02%
2,375
-257
131
$131K 0.02%
1,955
132
$126K 0.02%
+1,017
133
$123K 0.02%
174
134
$120K 0.02%
1,480
+3
135
$119K 0.02%
925
136
$117K 0.02%
3,298
137
$116K 0.02%
1,148
+8
138
$112K 0.01%
108
-16
139
$112K 0.01%
2,652
+13
140
$112K 0.01%
5,016
+1,700
141
$111K 0.01%
1,853
+22
142
$111K 0.01%
1,173
-150
143
$111K 0.01%
1,780
144
$111K 0.01%
815
145
$110K 0.01%
820
146
$102K 0.01%
331
147
$102K 0.01%
1,463
148
$100K 0.01%
1,600
149
$100K 0.01%
1,636
+107
150
$98.6K 0.01%
1,074
4 5
6
7 8