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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$2.17M
3
+$1.88M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.74M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.39M

Top Sells

1
+$972K
2
+$911K
3
+$902K
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$586K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$340K

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24K 0.01%
495
202
$24K 0.01%
1,239
203
$24K 0.01%
632
204
$24K 0.01%
505
205
$24K 0.01%
546
206
$24K 0.01%
335
207
$23K 0.01%
879
208
$23K 0.01%
425
209
$23K 0.01%
1,110
210
$23K 0.01%
2,711
211
$23K 0.01%
1,058
212
$23K 0.01%
904
213
$22K 0.01%
155
214
$22K 0.01%
330
+200
215
$22K 0.01%
472
+162
216
$21K 0.01%
178
217
$21K 0.01%
189
218
$21K 0.01%
45
219
$21K 0.01%
+656
220
$21K 0.01%
512
221
$20K 0.01%
402
+120
222
$20K 0.01%
439
+246
223
$20K 0.01%
80
224
$20K 0.01%
128
225
$20K 0.01%
256
7 8
9
10 11