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IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.75M 0.08%
28,828
+365
252
$1.74M 0.08%
63,639
+1,243
253
$1.74M 0.08%
39,092
+3,042
254
$1.73M 0.08%
34,182
-2,603
255
$1.72M 0.08%
22,538
+4,411
256
$1.72M 0.08%
73,279
+9,118
257
$1.71M 0.08%
14,768
-611
258
$1.71M 0.08%
37,332
-2,494
259
$1.69M 0.08%
5,982
-200
260
$1.69M 0.08%
23,187
+2,440
261
$1.68M 0.08%
12,676
+3
262
$1.67M 0.08%
25,414
+7,878
263
$1.66M 0.08%
9,809
+1,130
264
$1.66M 0.08%
11,834
-101
265
$1.66M 0.08%
44,442
+10,573
266
$1.65M 0.08%
28,693
-1,049
267
$1.65M 0.08%
8,097
-166
268
$1.64M 0.07%
59,495
-29,253
269
$1.64M 0.07%
44,799
+26,009
270
$1.61M 0.07%
8,125
+1,957
271
$1.6M 0.07%
60,618
+1,232
272
$1.59M 0.07%
31,813
+3,286
273
$1.58M 0.07%
14,696
+12,478
274
$1.56M 0.07%
5,573
-5
275
$1.55M 0.07%
+65,989
9 10
11
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