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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$667K 0.06%
9,390
+6,052
277
$657K 0.06%
4,786
278
$643K 0.06%
13,906
279
$638K 0.06%
13,257
-3,110
280
$633K 0.06%
21,525
+10,111
281
$633K 0.06%
7,619
+5,298
282
$628K 0.06%
19,899
+9,497
283
$614K 0.06%
17,304
-657
284
$605K 0.06%
21,201
+8,006
285
$604K 0.05%
3,402
-176
286
$602K 0.05%
14,394
-444
287
$598K 0.05%
25,467
288
$591K 0.05%
+22,919
289
$590K 0.05%
13,343
+1,858
290
$590K 0.05%
8,345
+2,131
291
$587K 0.05%
7,761
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292
$578K 0.05%
21,732
+10,335
293
$575K 0.05%
6,411
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294
$569K 0.05%
27,785
+4,820
295
$560K 0.05%
17,891
-9
296
$557K 0.05%
14,791
+81
297
$551K 0.05%
35,225
+425
298
$550K 0.05%
+6,537
299
$548K 0.05%
24,688
+146
300
$545K 0.05%
9,954
+5,795
10 11
12
13 14