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 Q2	$28.4K	Buy	1,680 +650	+63%	+$11K	﹤0.01%	1524
2026 Q1	$17.1K	Buy	+1,030	New	+$18K	0.05%	215

Other funds holding FLC

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

IFG Advisory's FLC Position: Q2 2026 in Review

IFG Advisory increased its Flaherty & Crumrine Total Return Fund (FLC) stake by 63% in Q2 2026, buying an estimated $11K and bringing the position to 1,680 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

IFG Advisory first reported a position in FLC in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold FLC as of Q2 2026.

IFG Advisory held 1,680 shares of Flaherty & Crumrine Total Return Fund worth $28.4K as of Q2 2026.
IFG Advisory bought 650 Flaherty & Crumrine Total Return Fund shares in Q2 2026, an estimated $11K.
Flaherty & Crumrine Total Return Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1524 holding.
IFG Advisory first reported a position in Flaherty & Crumrine Total Return Fund in Q1 2026 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.