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
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$210K 0.04%
8,301
-850
352
$209K 0.04%
+3,162
353
$209K 0.04%
3,892
-1,498
354
$208K 0.04%
+10,470
355
$207K 0.04%
+1,402
356
$207K 0.04%
+6,397
357
$207K 0.04%
+4,877
358
$206K 0.04%
+4,560
359
$205K 0.04%
+3,945
360
$205K 0.04%
+1,954
361
$202K 0.04%
+3,503
362
$202K 0.04%
9,682
-1,240
363
$201K 0.04%
+6,316
364
$200K 0.04%
5,078
-368
365
$196K 0.04%
10,717
366
$165K 0.03%
38,826
-1,437
367
$152K 0.03%
+15,868
368
$143K 0.03%
+19,956
369
$141K 0.03%
+11,339
370
$133K 0.03%
2,030
-832
371
$122K 0.02%
4,943
+700
372
$118K 0.02%
+15,703
373
$96K 0.02%
14,814
-3,852
374
$60K 0.01%
22,398
375
$33K 0.01%
+11,050
12 13 14
15
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