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
176
$76.5K 0.01%
1,440
177
$74.7K 0.01%
469
+1
178
$72.6K 0.01%
1,147
+20
179
$72.2K 0.01%
560
180
$71.1K 0.01%
797
181
$70.1K 0.01%
568
182
$69.6K 0.01%
712
183
$68.3K 0.01%
765
184
$68K 0.01%
1,340
-203
185
$64.3K 0.01%
705
186
$64.1K 0.01%
1,955
187
$63.6K 0.01%
800
188
$63.6K 0.01%
348
-275
189
$63.5K 0.01%
750
190
$60.6K 0.01%
446
191
$57.1K 0.01%
331
192
$55.9K 0.01%
415
-85
193
$55.2K 0.01%
815
-780
194
$53.6K 0.01%
404
+4
195
$52.9K 0.01%
300
196
$52.3K 0.01%
129
197
$51.3K 0.01%
385
198
$50.6K 0.01%
315
199
$47.8K 0.01%
245
-45
200
$46.7K 0.01%
528
6 7
8
9 10