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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$306K 0.06%
+2,145
302
$306K 0.06%
5,628
-217
303
$305K 0.06%
4,390
304
$304K 0.05%
1,741
-365
305
$304K 0.05%
1,858
+2
306
$302K 0.05%
17,037
307
$300K 0.05%
+8,456
308
$299K 0.05%
2,365
-81
309
$299K 0.05%
+2,796
310
$298K 0.05%
+5,254
311
$296K 0.05%
4,269
-2,955
312
$295K 0.05%
5,890
-513
313
$292K 0.05%
2,597
-27
314
$292K 0.05%
14,945
+3,040
315
$291K 0.05%
5,282
-57
316
$290K 0.05%
13,309
317
$288K 0.05%
+1,723
318
$286K 0.05%
6,900
-2,400
319
$277K 0.05%
8,436
-1,066
320
$276K 0.05%
+7,270
321
$273K 0.05%
+3,797
322
$271K 0.05%
9,574
+746
323
$271K 0.05%
2,229
-100
324
$268K 0.05%
3,495
+37
325
$267K 0.05%
1,292
11 12
13
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