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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$632K 0.06%
27,494
+4,515
277
$626K 0.06%
6,382
+12
278
$623K 0.06%
16,668
-158
279
$621K 0.06%
2,753
-611
280
$618K 0.06%
8,030
+1,028
281
$614K 0.06%
26,265
-27,622
282
$606K 0.06%
17,267
-331
283
$603K 0.06%
30,287
+1,483
284
$601K 0.06%
13,923
-270
285
$599K 0.06%
5,697
+1,238
286
$594K 0.06%
4,422
+1,246
287
$588K 0.05%
5,868
-590
288
$588K 0.05%
36,816
-2,731
289
$587K 0.05%
5,604
-604
290
$584K 0.05%
3,767
-1,090
291
$581K 0.05%
25,160
292
$579K 0.05%
4,953
+895
293
$570K 0.05%
5,168
-4,297
294
$569K 0.05%
13,821
-278
295
$568K 0.05%
1,230
-10
296
$564K 0.05%
7,450
-77
297
$563K 0.05%
2,462
+4
298
$563K 0.05%
10,170
-1,647
299
$562K 0.05%
1,968
+33
300
$561K 0.05%
2,456
+58
10 11
12
13 14