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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$467K 0.04%
25,610
+765
327
$464K 0.04%
2,078
+38
328
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+18,548
329
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330
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-465
331
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5,302
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332
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4,727
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333
$453K 0.04%
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334
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14,550
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335
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2,734
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336
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36,535
+4,033
337
$444K 0.04%
16,530
+2,350
338
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1,611
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339
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6,175
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340
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5,106
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341
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343
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2,122
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344
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11,064
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345
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346
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35,408
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347
$417K 0.04%
+20,090
348
$415K 0.04%
1,999
+1,046
349
$414K 0.04%
818
+301
350
$413K 0.04%
+9,003
12 13
14
15 16