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
201
$32.2K 0.01%
77
202
$31.4K 0.01%
627
-350
203
$31.1K 0.01%
182
204
$30.8K 0.01%
271
205
$30.5K 0.01%
650
-1,248
206
$30.2K 0.01%
+766
207
$29.6K 0.01%
+436
208
$28.5K 0.01%
158
209
$28.3K 0.01%
425
210
$28.3K 0.01%
155
211
$28K 0.01%
586
212
$27.8K 0.01%
50
213
$27.7K 0.01%
555
214
$27.4K 0.01%
1,026
215
$27.4K 0.01%
233
216
$26.8K 0.01%
616
+15
217
$26.6K 0.01%
1,182
+297
218
$26.1K 0.01%
204
219
$25.6K 0.01%
198
-300
220
$25.2K 0.01%
45
221
$24.8K 0.01%
730
222
$24.8K 0.01%
350
223
$24.7K 0.01%
178
224
$24.6K 0.01%
402
225
$24K 0.01%
142
7 8
9
10 11