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
151
$98.2K 0.01%
744
-210
152
$97.9K 0.01%
1,019
153
$97.8K 0.01%
1,094
154
$96.8K 0.01%
423
155
$94K 0.01%
337
+2
156
$92.5K 0.01%
2,505
+325
157
$88.9K 0.01%
1,973
158
$88.5K 0.01%
3,584
159
$86.9K 0.01%
1,276
160
$86.6K 0.01%
376
+1
161
$84.6K 0.01%
1,956
-233
162
$84.4K 0.01%
875
163
$83K 0.01%
754
164
$81.7K 0.01%
342
165
$81.6K 0.01%
984
166
$81.5K 0.01%
417
167
$81.5K 0.01%
552
168
$81.5K 0.01%
1,029
-665
169
$81.3K 0.01%
534
170
$81K 0.01%
443
+1
171
$80.2K 0.01%
2,305
172
$79.5K 0.01%
740
+7
173
$78.8K 0.01%
1,935
+82
174
$78.8K 0.01%
967
-103
175
$76.8K 0.01%
541
+12
5 6
7
8 9