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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.26M 0.08%
53,829
+123
252
$1.25M 0.08%
9,862
-213
253
$1.23M 0.08%
15,058
+855
254
$1.21M 0.08%
23,971
+6,125
255
$1.2M 0.08%
16,649
-13,190
256
$1.19M 0.08%
+21,083
257
$1.17M 0.07%
15,769
+1,355
258
$1.15M 0.07%
15,627
+160
259
$1.13M 0.07%
13,521
+399
260
$1.12M 0.07%
10,158
-738
261
$1.11M 0.07%
28,272
-85
262
$1.11M 0.07%
14,745
-9,303
263
$1.11M 0.07%
26,664
+2,080
264
$1.11M 0.07%
57,886
-1,660
265
$1.1M 0.07%
+40,143
266
$1.08M 0.07%
14,972
+2,173
267
$1.08M 0.07%
21,605
+2,089
268
$1.07M 0.07%
38,185
+2,478
269
$1.07M 0.07%
+7,204
270
$1.06M 0.07%
+8,664
271
$1.05M 0.07%
41,122
-2,169
272
$1.02M 0.07%
+2,181
273
$1.02M 0.07%
14,350
+190
274
$1.01M 0.06%
27,320
-223
275
$1.01M 0.06%
47,181
-300
9 10
11
12 13