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
201
$46.6K 0.01%
345
202
$46.5K 0.01%
3,300
203
$46.1K 0.01%
300
204
$46K 0.01%
1,897
-7,092
205
$44.8K 0.01%
2,461
-64
206
$44.8K 0.01%
1,125
207
$44.6K 0.01%
161
208
$44.4K 0.01%
158
209
$44.1K 0.01%
627
210
$43.8K 0.01%
407
211
$42.8K 0.01%
489
212
$41.2K 0.01%
124
213
$40.6K 0.01%
317
214
$40.5K 0.01%
104
215
$40.4K 0.01%
617
216
$40.1K 0.01%
180
217
$39.9K 0.01%
680
-48
218
$39.8K 0.01%
127
219
$39.5K 0.01%
348
-167
220
$37.4K ﹤0.01%
882
221
$37.1K ﹤0.01%
335
222
$36.8K ﹤0.01%
155
223
$36.4K ﹤0.01%
200
224
$36K ﹤0.01%
1,009
-204
225
$35.5K ﹤0.01%
130
-20
7 8
9
10 11