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
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$391K 0.07%
3,633
+296
252
$390K 0.07%
8,263
+933
253
$387K 0.07%
3,587
-93
254
$384K 0.07%
194
-32
255
$384K 0.07%
5,502
-2,493
256
$382K 0.07%
5,020
+1,470
257
$378K 0.07%
3,632
-156
258
$378K 0.07%
+4,663
259
$374K 0.07%
5,143
+627
260
$372K 0.07%
17,606
-3,438
261
$371K 0.07%
7,838
+10
262
$364K 0.07%
2,214
+250
263
$362K 0.07%
6,247
-976
264
$359K 0.07%
7,837
-657
265
$356K 0.07%
+1,147
266
$352K 0.07%
1,659
267
$350K 0.07%
3,416
+462
268
$347K 0.07%
2,078
+153
269
$347K 0.07%
+12,352
270
$345K 0.06%
8,594
-3,119
271
$343K 0.06%
4,412
+3
272
$342K 0.06%
14,985
+14
273
$338K 0.06%
5,517
-509
274
$335K 0.06%
7,357
-24
275
$335K 0.06%
+3,565
9 10
11
12 13