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
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$288K 0.05%
6,178
+884
302
$286K 0.05%
1,060
-98
303
$284K 0.05%
1,891
-1
304
$284K 0.05%
960
-7
305
$281K 0.05%
3,631
-1,386
306
$281K 0.05%
20,215
-1,173
307
$279K 0.05%
5,755
+210
308
$278K 0.05%
+3,462
309
$278K 0.05%
20,313
+750
310
$278K 0.05%
+4,720
311
$277K 0.05%
10,276
+1,076
312
$276K 0.05%
+15,000
313
$276K 0.05%
3,456
-989
314
$276K 0.05%
1,337
+13
315
$275K 0.05%
+12,960
316
$268K 0.05%
13,157
+25
317
$261K 0.05%
4,651
+58
318
$260K 0.05%
8,114
+8
319
$259K 0.05%
5,580
-937
320
$258K 0.05%
1,734
-146
321
$252K 0.05%
27,282
-4,172
322
$250K 0.05%
4,960
+195
323
$247K 0.05%
5,264
+191
324
$244K 0.05%
12,987
-1,720
325
$243K 0.05%
8,646
-1,674
11 12
13
14 15