IFG Advisory’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

IFG Advisory’s Portfolio FLC Stock Details FLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.1K	Buy	+1,030	New	+$18K	0.05%	215

Other funds holding FLC

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IFG Advisory's FLC Position: Q1 2026 in Review

IFG Advisory opened a new position in Flaherty & Crumrine Total Return Fund (FLC) in Q1 2026: 1,030 shares worth $17.1K. The stake represents 0.05% of the portfolio and ranks #215 among its holdings.

50 funds tracked by Wall St. Rank hold FLC as of Q1 2026.

IFG Advisory held 1,030 shares of Flaherty & Crumrine Total Return Fund worth $17.1K as of Q1 2026.
Flaherty & Crumrine Total Return Fund was a new IFG Advisory position in Q1 2026.
Flaherty & Crumrine Total Return Fund made up 0.05% of IFG Advisory's portfolio in Q1 2026, its #215 holding.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.