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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$267K 0.05%
21,982
+213
327
$265K 0.05%
992
-17
328
$265K 0.05%
9,067
+78
329
$262K 0.05%
1,669
+15
330
$259K 0.05%
7,635
+526
331
$257K 0.05%
2,959
-83
332
$256K 0.05%
816
333
$255K 0.05%
+5,060
334
$255K 0.05%
2,608
335
$255K 0.05%
+4,665
336
$252K 0.05%
5,380
+6
337
$251K 0.05%
5,444
+12
338
$250K 0.05%
4,921
+9
339
$249K 0.04%
6,896
+518
340
$248K 0.04%
1,293
+1
341
$247K 0.04%
+2,169
342
$247K 0.04%
4,336
+550
343
$243K 0.04%
5,312
-672
344
$242K 0.04%
6,174
-522
345
$240K 0.04%
+9,175
346
$239K 0.04%
2,783
347
$239K 0.04%
+2,753
348
$234K 0.04%
+10,571
349
$234K 0.04%
+4,800
350
$233K 0.04%
2,169
-228
12 13
14
15 16