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
$616M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.67M
3
+$2.35M
4
ABT icon
Abbott
ABT
+$1.4M
5
VTV icon
Vanguard Value ETF
VTV
+$1.28M

Top Sells

1
+$3.16M
2
+$2.44M
3
+$1.87M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.69M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M

Sector Composition

1 Technology 6.58%
2 Healthcare 5.14%
3 Financials 4.02%
4 Consumer Discretionary 3.86%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$381K 0.06%
3,226
+629
277
$380K 0.06%
10,531
+745
278
$374K 0.06%
6,402
-239
279
$373K 0.06%
4,234
280
$373K 0.06%
19,062
281
$372K 0.06%
25,280
282
$371K 0.06%
+3,644
283
$370K 0.06%
12,377
-1,562
284
$369K 0.06%
9,158
285
$366K 0.06%
1,292
+300
286
$366K 0.06%
2,458
+93
287
$360K 0.06%
9,468
-386
288
$358K 0.06%
22,729
+2,445
289
$357K 0.06%
4,421
-282
290
$356K 0.06%
11,667
-2,901
291
$355K 0.06%
10,363
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292
$355K 0.06%
8,088
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293
$353K 0.06%
30,622
-1,242
294
$353K 0.06%
1,643
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295
$345K 0.06%
5,214
+73
296
$343K 0.06%
2,737
+129
297
$339K 0.05%
2,099
-46
298
$337K 0.05%
5,658
+376
299
$334K 0.05%
+5,880
300
$332K 0.05%
3,003
+207
10 11
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