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
251
$388K 0.07%
2,598
+1
252
$386K 0.07%
+2,063
253
$384K 0.07%
3,758
254
$382K 0.07%
12,313
+150
255
$379K 0.07%
9,786
-555
256
$379K 0.07%
6,641
+131
257
$378K 0.07%
1,230
+169
258
$376K 0.07%
10,946
259
$373K 0.07%
9,152
+860
260
$372K 0.07%
+14,824
261
$370K 0.07%
9,854
-713
262
$369K 0.07%
13,206
-6,694
263
$368K 0.07%
20,284
-815
264
$367K 0.07%
19,062
265
$366K 0.07%
9,158
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266
$365K 0.07%
3,617
+258
267
$363K 0.07%
6,886
-91
268
$361K 0.07%
3,777
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269
$359K 0.06%
4,234
270
$359K 0.06%
4,703
-376
271
$359K 0.06%
7,144
-684
272
$358K 0.06%
4,032
-487
273
$355K 0.06%
6,869
+365
274
$354K 0.06%
3,248
-436
275
$354K 0.06%
31,864
+1,174
9 10
11
12 13