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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$762K 0.07%
5,004
-174
252
$752K 0.07%
8,948
-133
253
$747K 0.07%
1,808
+4
254
$746K 0.07%
21,223
-228
255
$738K 0.07%
2,342
-20
256
$718K 0.07%
15,302
+467
257
$715K 0.07%
17,692
+3,840
258
$714K 0.07%
1,511
+139
259
$708K 0.07%
15,872
+291
260
$707K 0.07%
6,494
+570
261
$705K 0.07%
8,749
+1,036
262
$705K 0.07%
29,450
-371
263
$704K 0.07%
4,476
-138
264
$702K 0.07%
4,436
+892
265
$700K 0.07%
14,003
-92
266
$695K 0.07%
6,448
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267
$681K 0.06%
22,608
-167
268
$679K 0.06%
3,647
-44
269
$678K 0.06%
15,685
-1,381
270
$670K 0.06%
17,142
-1,040
271
$668K 0.06%
1,733
+287
272
$642K 0.06%
3,023
-41
273
$636K 0.06%
17,863
-3,580
274
$634K 0.06%
13,341
+1,205
275
$633K 0.06%
13,343
9 10
11
12 13