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IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.54M 0.07%
114,724
+8,844
277
$1.54M 0.07%
42,375
-558
278
$1.54M 0.07%
16,835
+373
279
$1.54M 0.07%
30,445
+44
280
$1.53M 0.07%
10,575
-32
281
$1.52M 0.07%
+62,571
282
$1.52M 0.07%
+62,388
283
$1.52M 0.07%
+59,429
284
$1.51M 0.07%
44,185
+23,183
285
$1.5M 0.07%
15,479
-39,880
286
$1.49M 0.07%
47,098
-820
287
$1.47M 0.07%
10,953
-89
288
$1.47M 0.07%
98,047
+8,351
289
$1.44M 0.07%
39,901
+4,718
290
$1.44M 0.07%
18,795
-365
291
$1.44M 0.07%
54,011
+10,691
292
$1.43M 0.07%
21,101
+594
293
$1.42M 0.06%
4,173
+18
294
$1.42M 0.06%
7,087
+2,106
295
$1.42M 0.06%
31,889
-1,250
296
$1.41M 0.06%
41,370
+22,464
297
$1.4M 0.06%
28,650
-30,635
298
$1.38M 0.06%
+10,195
299
$1.38M 0.06%
+72,019
300
$1.38M 0.06%
52,155
-112
10 11
12
13 14