IA
IFG Advisory Portfolio holdings
AUM
$1.99B
This Quarter Return
+19.56%
1 Year Return
+16.06%
3 Year Return
+51.15%
5 Year Return
+88.14%
10 Year Return
–
AUM
$555M
AUM Growth
+$555M
(+26%)
Cap. Flow
+$37.4M
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
26.8%
Holding
400
New
44
Increased
185
Reduced
131
Closed
16
Top Buys
| 1 |
First Trust Capital Strength ETF
FTCS
|
$8.18M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$4.4M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.59M |
| 4 |
Cambria Tail Risk ETF
TAIL
|
$2.57M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.55M |
Top Sells
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$5.84M |
| 2 |
Exact Sciences
EXAS
|
$2.2M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.02M |
| 4 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$1.63M |
| 5 |
FS KKR Capital
FSK
|
$1.13M |
Sector Composition
| 1 | Technology | 6.42% |
| 2 | Healthcare | 5.39% |
| 3 | Financials | 4.11% |
| 4 | Consumer Discretionary | 3.46% |
| 5 | Industrials | 3.31% |
