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
$803M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.13M
3
+$1.84M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.52M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.4M

Top Sells

1
+$1.71M
2
+$1.4M
3
+$1.28M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.11M
5
BA icon
Boeing
BA
+$1.1M

Sector Composition

1 Technology 6.74%
2 Financials 5.8%
3 Healthcare 4.41%
4 Consumer Discretionary 3.9%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$556K 0.07%
7,720
+1,359
277
$555K 0.07%
2,518
-183
278
$548K 0.07%
22,235
+1,500
279
$548K 0.07%
10,638
+3,461
280
$545K 0.07%
11,987
-2,224
281
$543K 0.07%
4,235
+1
282
$535K 0.07%
10,145
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283
$533K 0.07%
11,053
-413
284
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+22,236
285
$530K 0.07%
7,797
-826
286
$527K 0.07%
19,560
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287
$523K 0.07%
7,290
+780
288
$523K 0.07%
3,767
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289
$520K 0.06%
4,828
-103
290
$518K 0.06%
20,854
-2,560
291
$517K 0.06%
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292
$516K 0.06%
21,264
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293
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2,166
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294
$513K 0.06%
9,318
+2,658
295
$512K 0.06%
7,153
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296
$511K 0.06%
3,984
+1,815
297
$511K 0.06%
9,978
+2,496
298
$509K 0.06%
25,718
+1,340
299
$507K 0.06%
21,485
+3,380
300
$495K 0.06%
+3,495
10 11
12
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