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
$448M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.35M
3
+$3.29M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
HD icon
Home Depot
HD
+$1.7M

Top Sells

1
+$6.94M
2
+$5.77M
3
+$3.48M
4
TREE icon
LendingTree
TREE
+$1.63M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.53M

Sector Composition

1 Healthcare 7.82%
2 Technology 6.78%
3 Financials 6.4%
4 Industrials 4.52%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$329K 0.07%
11,378
-701
252
$329K 0.07%
2,877
-275
253
$323K 0.07%
4,424
-175
254
$321K 0.07%
3,813
-347
255
$321K 0.07%
6,353
-356
256
$321K 0.07%
7,060
+2,032
257
$320K 0.07%
2,355
-12
258
$319K 0.07%
3,093
-397
259
$317K 0.07%
11,254
+180
260
$316K 0.07%
1,987
+139
261
$309K 0.07%
1,994
-266
262
$305K 0.07%
21,297
-91
263
$303K 0.07%
5,830
+273
264
$302K 0.07%
+6,926
265
$300K 0.07%
19,507
+6,450
266
$299K 0.07%
5,193
+704
267
$297K 0.07%
4,143
+38
268
$296K 0.07%
+7,704
269
$295K 0.07%
6,433
+359
270
$293K 0.07%
5,464
-368
271
$293K 0.07%
6,197
+1,586
272
$292K 0.06%
+9,287
273
$291K 0.06%
8,350
-1,986
274
$289K 0.06%
4,419
-309
275
$288K 0.06%
+3,377
9 10
11
12 13