IA
IFG Advisory Portfolio holdings
AUM
$1.99B
1-Year Return
16.06%
This Quarter Return
-17.12%
1 Year Return
+16.06%
3 Year Return
+51.15%
5 Year Return
+88.14%
10 Year Return
–
AUM
$441M
AUM Growth
-$105M
(-19%)
Cap. Flow
-$1.54M
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
25.88%
Holding
425
New
19
Increased
182
Reduced
148
Closed
69
Top Buys
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$2.96M |
| 2 |
AMRN
Amarin Corp
AMRN
|
$2.33M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$2.26M |
| 4 |
Vanguard Extended Market ETF
VXF
|
$2.1M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.81M |
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Healthcare | 5.65% |
| 3 | Financials | 4.38% |
| 4 | Consumer Staples | 3.58% |
| 5 | Consumer Discretionary | 3.23% |
