IA
IFG Advisory Portfolio holdings
AUM
$1.99B
1-Year Return
16.06%
This Quarter Return
+6.42%
1 Year Return
+16.06%
3 Year Return
+51.15%
5 Year Return
+88.14%
10 Year Return
–
AUM
$547M
AUM Growth
+$31.9M
(+6.2%)
Cap. Flow
+$1.47M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
23.84%
Holding
422
New
28
Increased
147
Reduced
201
Closed
16
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.22M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$622K |
| 3 |
Microsoft
MSFT
|
$593K |
| 4 |
Waste Management
WM
|
$575K |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$557K |
Sector Composition
| 1 | Healthcare | 5.67% |
| 2 | Technology | 5.6% |
| 3 | Financials | 5.03% |
| 4 | Industrials | 3.8% |
| 5 | Consumer Discretionary | 3.62% |
