IA

IFG Advisory Portfolio holdings

AUM $2.2B
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$8.72M
3
+$5.83M
4
VPU icon
Vanguard Utilities ETF
VPU
+$3.44M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$2M

Top Sells

1
+$11.8M
2
+$5.67M
3
+$1.99M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.79M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.76M

Sector Composition

1 Technology 5.97%
2 Healthcare 5.85%
3 Financials 5.29%
4 Industrials 4.2%
5 Consumer Staples 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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