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
$616M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.67M
3
+$2.35M
4
ABT icon
Abbott
ABT
+$1.4M
5
VTV icon
Vanguard Value ETF
VTV
+$1.28M

Top Sells

1
+$3.16M
2
+$2.44M
3
+$1.87M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.69M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M

Sector Composition

1 Technology 6.58%
2 Healthcare 5.14%
3 Financials 4.02%
4 Consumer Discretionary 3.86%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$255K 0.04%
5,060
352
$252K 0.04%
3,599
+8
353
$251K 0.04%
147
+15
354
$251K 0.04%
2,758
+5
355
$250K 0.04%
4,336
356
$249K 0.04%
8,033
+398
357
$248K 0.04%
2,169
358
$247K 0.04%
+841
359
$242K 0.04%
4,836
-608
360
$241K 0.04%
+7,852
361
$239K 0.04%
5,063
+175
362
$239K 0.04%
3,810
+2
363
$236K 0.04%
13,747
+249
364
$233K 0.04%
17,111
+4,812
365
$233K 0.04%
13,354
-205
366
$233K 0.04%
+2,349
367
$232K 0.04%
+2,248
368
$230K 0.04%
+4,951
369
$229K 0.04%
5,622
370
$225K 0.04%
2,377
-3
371
$224K 0.04%
2,708
-37
372
$223K 0.04%
9,551
+1
373
$220K 0.04%
3,992
-2,494
374
$219K 0.04%
+1,814
375
$218K 0.04%
5,046
-20,831
13 14
15
16 17