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
301
$558K 0.05%
2,682
302
$554K 0.05%
25,035
-660
303
$550K 0.05%
6,685
+2
304
$543K 0.05%
6,342
-525
305
$542K 0.05%
4,944
-379
306
$539K 0.05%
22,005
+1,290
307
$538K 0.05%
7,948
+200
308
$538K 0.05%
6,290
-2,237
309
$535K 0.05%
17,220
+60
310
$533K 0.05%
2,526
-11
311
$532K 0.05%
15,592
-14,289
312
$525K 0.05%
10,395
-1,071
313
$517K 0.05%
4,804
-6,143
314
$516K 0.05%
9,928
-448
315
$514K 0.05%
29,996
+2,552
316
$514K 0.05%
10,417
+403
317
$513K 0.05%
1,673
-113
318
$511K 0.05%
+3,852
319
$508K 0.05%
40,757
+6,041
320
$504K 0.05%
2,944
-166
321
$503K 0.05%
43,780
+10,625
322
$498K 0.05%
2,087
+49
323
$495K 0.05%
8,958
+3,076
324
$494K 0.05%
10,545
+589
325
$491K 0.05%
3,728
+1,020
11 12
13
14 15