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
151
$61.5K 0.01%
2,799
152
$61.1K 0.01%
765
153
$61K 0.01%
843
+473
154
$60.9K 0.01%
1,094
155
$59.6K 0.01%
450
-40
156
$58.7K 0.01%
818
157
$56.7K 0.01%
2,000
158
$55.6K 0.01%
1,904
+1,000
159
$55.2K 0.01%
480
160
$54.1K 0.01%
75
161
$53.9K 0.01%
104
-26
162
$52.8K 0.01%
1,514
163
$51.8K 0.01%
343
164
$51K 0.01%
2,350
165
$51K 0.01%
690
166
$49.2K 0.01%
200
167
$48.9K 0.01%
255
-30
168
$48.7K 0.01%
305
169
$47.3K 0.01%
320
170
$46.6K 0.01%
1,110
+204
171
$46K 0.01%
552
172
$43.7K 0.01%
270
+117
173
$43.7K 0.01%
999
174
$43.6K 0.01%
797
175
$43.4K 0.01%
149
5 6
7
8 9