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IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.38M 0.06%
63,225
+876
302
$1.37M 0.06%
4,878
+515
303
$1.34M 0.06%
1,740
-163
304
$1.34M 0.06%
89,992
-369
305
$1.33M 0.06%
+23,382
306
$1.33M 0.06%
3,842
-1,604
307
$1.31M 0.06%
33,164
+5,358
308
$1.31M 0.06%
14,204
-204
309
$1.31M 0.06%
21,891
-901
310
$1.3M 0.06%
29,158
-7,974
311
$1.3M 0.06%
30,676
+1,285
312
$1.3M 0.06%
36,304
-255
313
$1.29M 0.06%
7,280
+179
314
$1.29M 0.06%
9,517
+6,376
315
$1.28M 0.06%
18,721
+1,191
316
$1.28M 0.06%
23,159
-97,501
317
$1.28M 0.06%
9,816
-3,284
318
$1.27M 0.06%
18,699
+1,129
319
$1.24M 0.06%
27,771
-450
320
$1.23M 0.06%
11,966
+4,529
321
$1.22M 0.06%
16,560
+192
322
$1.21M 0.05%
18,280
-819
323
$1.2M 0.05%
70,195
-85,414
324
$1.2M 0.05%
10,030
+2,100
325
$1.2M 0.05%
5,088
-170
11 12
13
14 15