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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$885K 0.08%
27,248
+6,680
227
$885K 0.08%
17,421
-3,006
228
$883K 0.08%
5,904
-195
229
$878K 0.08%
+35,173
230
$868K 0.08%
4,094
+508
231
$864K 0.08%
20,318
+1,039
232
$861K 0.08%
16,993
+2,478
233
$853K 0.08%
28,777
-862
234
$840K 0.08%
7,954
-136
235
$827K 0.08%
9,318
+532
236
$824K 0.08%
28,846
-840
237
$823K 0.08%
3,697
+52
238
$820K 0.08%
29,269
-192
239
$796K 0.07%
2,432
-414
240
$794K 0.07%
8,536
+342
241
$791K 0.07%
22,872
+39
242
$789K 0.07%
19,221
-1,031
243
$789K 0.07%
23,930
-34
244
$783K 0.07%
23,373
-567
245
$780K 0.07%
+36,815
246
$778K 0.07%
40,411
+1,910
247
$770K 0.07%
10,435
-6,114
248
$764K 0.07%
10,683
-1,695
249
$764K 0.07%
15,075
-1,381
250
$764K 0.07%
1,536
-95
8 9
10
11 12