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
$448M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.35M
3
+$3.29M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
HD icon
Home Depot
HD
+$1.7M

Top Sells

1
+$6.94M
2
+$5.77M
3
+$3.48M
4
TREE icon
LendingTree
TREE
+$1.63M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.53M

Sector Composition

1 Healthcare 7.82%
2 Technology 6.78%
3 Financials 6.4%
4 Industrials 4.52%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$288K 0.06%
4,722
+747
277
$286K 0.06%
+8,609
278
$285K 0.06%
4,774
+125
279
$285K 0.06%
5,247
+697
280
$283K 0.06%
4,079
+1,111
281
$280K 0.06%
2,290
-69
282
$279K 0.06%
3,279
+60
283
$278K 0.06%
+3,260
284
$278K 0.06%
1,290
-34
285
$277K 0.06%
3,216
+4
286
$275K 0.06%
4,237
-165
287
$273K 0.06%
3,916
-787
288
$272K 0.06%
972
+105
289
$269K 0.06%
11,951
-561
290
$269K 0.06%
4,228
+1,081
291
$266K 0.06%
9,899
-4,143
292
$263K 0.06%
+2,933
293
$263K 0.06%
+12,870
294
$258K 0.06%
+8,373
295
$249K 0.06%
1,490
+189
296
$248K 0.06%
6,369
-10
297
$246K 0.05%
1,770
-227
298
$244K 0.05%
1,651
-118
299
$242K 0.05%
3,644
-2,271
300
$242K 0.05%
+4,765
10 11
12
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