IA
IFG Advisory Portfolio holdings
AUM
$1.99B
1-Year Return
16.06%
This Quarter Return
+4.51%
1 Year Return
+16.06%
3 Year Return
+51.15%
5 Year Return
+88.14%
10 Year Return
–
AUM
$1.13B
AUM Growth
+$58.2M
(+5.4%)
Cap. Flow
+$25.9M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
27.42%
Holding
522
New
13
Increased
208
Reduced
88
Closed
199
Top Buys
Top Sells
| 1 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
$27.6M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.72M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$2.37M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.87M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.85M |
Sector Composition
| 1 | Technology | 7.44% |
| 2 | Financials | 5.96% |
| 3 | Consumer Discretionary | 4.34% |
| 4 | Healthcare | 3.16% |
| 5 | Industrials | 2.23% |
