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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$353K 0.06%
6,771
-115
277
$349K 0.06%
768
+6
278
$348K 0.06%
6,102
-7,075
279
$345K 0.06%
8,949
+891
280
$343K 0.06%
5,141
-250
281
$342K 0.06%
6,941
+1,564
282
$341K 0.06%
7,011
-469
283
$341K 0.06%
25,280
-100
284
$340K 0.06%
13,520
+4,705
285
$339K 0.06%
7,022
-2,482
286
$338K 0.06%
6,252
+1,002
287
$337K 0.06%
6,486
-831
288
$337K 0.06%
+10,512
289
$331K 0.06%
18,775
+1,050
290
$328K 0.06%
1,649
-112
291
$328K 0.06%
12,280
-175
292
$327K 0.06%
+7,042
293
$327K 0.06%
1,642
-110
294
$326K 0.06%
14,732
-306
295
$319K 0.06%
3,655
+29
296
$317K 0.06%
1,604
+107
297
$316K 0.06%
13,559
+290
298
$313K 0.06%
+5,896
299
$308K 0.06%
5,682
+322
300
$308K 0.06%
17,832
+2,230
10 11
12
13 14