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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$481K 0.09%
14,574
+1,548
227
$481K 0.09%
3,070
+146
228
$478K 0.09%
9,515
-77
229
$477K 0.09%
+5,727
230
$473K 0.09%
+5,691
231
$471K 0.08%
2,704
+117
232
$470K 0.08%
4,232
-832
233
$469K 0.08%
15,096
-831
234
$463K 0.08%
18,032
+506
235
$462K 0.08%
22,075
+3,250
236
$461K 0.08%
18,117
-2,230
237
$450K 0.08%
3,953
+242
238
$446K 0.08%
7,170
+2,198
239
$436K 0.08%
1,195
-50
240
$436K 0.08%
7,998
-84
241
$435K 0.08%
3,084
+16
242
$418K 0.08%
11,040
243
$413K 0.07%
2,294
-309
244
$411K 0.07%
8,616
+1,672
245
$410K 0.07%
5,575
+1,168
246
$408K 0.07%
+14,568
247
$401K 0.07%
5,078
248
$397K 0.07%
28,406
+1,039
249
$395K 0.07%
22,938
250
$388K 0.07%
6,600
+107
8 9
10
11 12