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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$233K 0.04%
4,355
-1,661
352
$230K 0.04%
1,159
353
$228K 0.04%
+3,808
354
$228K 0.04%
+1,765
355
$227K 0.04%
+23,960
356
$226K 0.04%
+4,232
357
$222K 0.04%
13,498
+148
358
$222K 0.04%
9,550
359
$221K 0.04%
10,442
-1,865
360
$219K 0.04%
+4,395
361
$218K 0.04%
3,591
-1,779
362
$217K 0.04%
13,259
-443
363
$216K 0.04%
1,317
-181
364
$215K 0.04%
+5,622
365
$214K 0.04%
+2,380
366
$214K 0.04%
26,643
-136
367
$214K 0.04%
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368
$210K 0.04%
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369
$210K 0.04%
+7,922
370
$207K 0.04%
+4,800
371
$207K 0.04%
+4,888
372
$205K 0.04%
+2,745
373
$201K 0.04%
3,489
-2,591
374
$200K 0.04%
+4,542
375
$198K 0.04%
14,041
-1,449
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