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
176
$43.3K 0.01%
407
177
$43.2K 0.01%
2,750
178
$42.9K 0.01%
454
+3
179
$42.4K 0.01%
241
180
$42.2K 0.01%
447
-100
181
$42K 0.01%
161
182
$41.9K 0.01%
326
183
$41.6K 0.01%
528
184
$39.4K 0.01%
1,419
+8
185
$39.2K 0.01%
130
186
$38.5K 0.01%
292
187
$37.7K 0.01%
158
188
$37.5K 0.01%
570
189
$37.2K 0.01%
257
190
$36.6K 0.01%
148
191
$35.3K 0.01%
124
192
$34.9K 0.01%
700
193
$34.9K 0.01%
640
194
$34.4K 0.01%
298
195
$32.8K 0.01%
430
+3
196
$32.7K 0.01%
+75
197
$32.7K 0.01%
658
198
$32.2K 0.01%
129
199
$32.2K 0.01%
190
200
$32.2K 0.01%
+489
6 7
8
9 10