IA

IFG Advisory Portfolio holdings

AUM $2.29B
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$58.7M
2 +$12.6M
3 +$7.89M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.49M

Sector Composition

1 Technology 6.11%
2 Healthcare 5.72%
3 Financials 5.05%
4 Industrials 4.23%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-10,704