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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$488K 0.05%
6,317
-58
327
$486K 0.05%
4,846
+215
328
$481K 0.04%
18,045
-1,103
329
$477K 0.04%
+22,952
330
$469K 0.04%
2,454
-64
331
$469K 0.04%
1,686
-38
332
$467K 0.04%
+19,898
333
$466K 0.04%
3,758
-134
334
$464K 0.04%
3,879
335
$459K 0.04%
4,170
+20
336
$456K 0.04%
8,351
-9,397
337
$455K 0.04%
4,857
-4,156
338
$454K 0.04%
3,462
+248
339
$448K 0.04%
4,355
-38
340
$443K 0.04%
13,696
-1,269
341
$442K 0.04%
2,579
342
$439K 0.04%
10,064
-178
343
$435K 0.04%
1,946
344
$423K 0.04%
5,747
+219
345
$422K 0.04%
22,724
-884
346
$418K 0.04%
4,203
-527
347
$417K 0.04%
11,110
-2,505
348
$416K 0.04%
3,644
+9
349
$416K 0.04%
7,650
+917
350
$415K 0.04%
5,442
-1,327
12 13
14
15 16