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
$896M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$3.87M
3
+$2.95M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.71M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.1M

Top Sells

1
+$5.09M
2
+$4.94M
3
+$1.69M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.52M
5
MFSG
MFS Active Growth ETF
MFSG
+$1.1M

Sector Composition

1 Technology 0.52%
2 Financials 0.44%
3 Healthcare 0.34%
4 Industrials 0.33%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLP icon
151
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$131K 0.01%
1,603
+116
EFAA
152
Invesco MSCI EAFE Income Advantage ETF
EFAA
$508M
$130K 0.01%
+2,468
V icon
153
Visa
V
$614B
$128K 0.01%
425
PRF icon
154
Invesco FTSE RAFI US 1000 ETF
PRF
$9.58B
$128K 0.01%
2,684
+10
WM icon
155
Waste Management
WM
$85.3B
$119K 0.01%
520
+97
SDY icon
156
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$119K 0.01%
815
MRK icon
157
Merck
MRK
$284B
$118K 0.01%
979
-59
LNT icon
158
Alliant Energy
LNT
$18B
$113K 0.01%
1,580
-112
PSH icon
159
PGIM Short Duration High Yield ETF
PSH
$161M
$113K 0.01%
+2,281
AEE icon
160
Ameren
AEE
$29.9B
$112K 0.01%
1,019
TJX icon
161
TJX Companies
TJX
$171B
$111K 0.01%
698
+130
EFA icon
162
iShares MSCI EAFE ETF
EFA
$77.1B
$110K 0.01%
1,131
+37
META icon
163
Meta Platforms (Facebook)
META
$1.52T
$110K 0.01%
192
-30
RDVY icon
164
First Trust Rising Dividend Achievers ETF
RDVY
$22.4B
$109K 0.01%
1,600
IEMG icon
165
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$107K 0.01%
1,531
XEL icon
166
Xcel Energy
XEL
$49.6B
$101K 0.01%
1,276
CSCO icon
167
Cisco
CSCO
$478B
$100K 0.01%
1,292
+178
IAU icon
168
iShares Gold Trust
IAU
$69.6B
$99.6K 0.01%
1,130
-200
GXC icon
169
State Street SPDR S&P China ETF
GXC
$468M
$99.1K 0.01%
1,064
JEPQ icon
170
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.2B
$95.2K 0.01%
+1,714
IHDG icon
171
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.21B
$95K 0.01%
1,973
SYM icon
172
Symbotic
SYM
$6.16B
$93.2K 0.01%
1,752
+398
REET icon
173
iShares Global REIT ETF
REET
$4.68B
$90.1K 0.01%
3,584
ARKQ icon
174
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.35B
$89.6K 0.01%
797
SO icon
175
Southern Company
SO
$100B
$89.4K 0.01%
926
5 6
7
8 9