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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$758K 0.07%
6,636
+1,816
252
$756K 0.07%
7,366
-557
253
$755K 0.07%
8,391
+4,014
254
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255
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9,267
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256
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4,479
+1,682
257
$738K 0.07%
30,976
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258
$736K 0.07%
+9,688
259
$734K 0.07%
4,744
-101
260
$727K 0.07%
20,212
+143
261
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16,330
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262
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15,020
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263
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35,441
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264
$707K 0.06%
8,817
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265
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30,214
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269
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270
$689K 0.06%
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271
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5,084
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272
$682K 0.06%
6,666
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273
$676K 0.06%
3,877
-23
274
$675K 0.06%
+2,333
275
$671K 0.06%
2,012
+495
9 10
11
12 13