FGAM
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Financial Gravity Asset Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Financial Gravity Asset Management’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Hold
181
– – ﹤0.01% 564
2025
Q4 		$9.52K Sell
181
-23
-11% -$1.22K ﹤0.01% 496
2025
Q3 		$10.8K Buy
+204
New +$10.5K ﹤0.01% 547
2025
Q1 		$32.2K Buy
+715
New +$33.3K 0.01% 391
2024
Q2 		$73.3K Sell
1,740
-3,529
-67% -$152K 0.02% 213
2024
Q1 		$217K Sell
5,269
-258,045
-98% -$10.4M 0.03% 188
2023
Q4 		$1.49M Buy
263,314
+3,557
+1% +$132K 0.02% 284
2023
Q3 		$1.35M Buy
259,757
+235,534
+972% +$9.16M 0.01% 290
2023
Q2 		$947 Buy
24,223
+1,616
+7% +$60.4K ﹤0.01% 827
2023
Q1 		$838 Buy
+22,607
New +$854K 0.03% 381

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return