IA
IFG Advisory Portfolio holdings
AUM
$1.99B
1-Year Return
16.06%
This Quarter Return
+5.43%
1 Year Return
+16.06%
3 Year Return
+51.15%
5 Year Return
+88.14%
10 Year Return
–
AUM
$444M
AUM Growth
–
Cap. Flow
+$444M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.06%
Holding
322
New
321
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$25.5M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$20.3M |
| 3 |
Vanguard Total Bond Market
BND
|
$14.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$14.2M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 8.78% |
| 2 | Financials | 6.8% |
| 3 | Technology | 6.28% |
| 4 | Industrials | 4.24% |
| 5 | Consumer Staples | 3.95% |
