IA

IFG Advisory Portfolio holdings

AUM $1.99B
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$457K 0.09%
2,373
-12
227
$454K 0.09%
3,563
+179
228
$446K 0.08%
2,850
-309
229
$445K 0.08%
+22,590
230
$443K 0.08%
+2,072
231
$442K 0.08%
9,116
-104
232
$439K 0.08%
7,980
-321
233
$432K 0.08%
4,796
-656
234
$429K 0.08%
4,202
+640
235
$416K 0.08%
+4,793
236
$416K 0.08%
+8,300
237
$414K 0.08%
5,971
+241
238
$413K 0.08%
878
+59
239
$413K 0.08%
+4,690
240
$411K 0.08%
10,922
-86
241
$407K 0.08%
24,114
+588
242
$406K 0.08%
22,168
+2,438
243
$403K 0.08%
7,620
244
$402K 0.08%
4,454
+214
245
$400K 0.08%
+20,870
246
$396K 0.07%
8,378
+952
247
$396K 0.07%
4,121
+74
248
$394K 0.07%
3,755
-169
249
$394K 0.07%
+5,729
250
$392K 0.07%
10,132
-481
8 9
10
11 12