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
$423M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$5.08M
3
+$1.18M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$896K
5
FSK icon
FS KKR Capital
FSK
+$703K

Top Sells

1
+$7.13M
2
+$4.72M
3
+$2.62M
4
INGN icon
Inogen
INGN
+$1.78M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.77M

Sector Composition

1 Healthcare 6.51%
2 Technology 6.14%
3 Financials 5.38%
4 Consumer Staples 4.04%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
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