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
$803M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.13M
3
+$1.84M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.52M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.4M

Top Sells

1
+$1.71M
2
+$1.4M
3
+$1.28M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.11M
5
BA icon
Boeing
BA
+$1.1M

Sector Composition

1 Technology 6.74%
2 Financials 5.8%
3 Healthcare 4.41%
4 Consumer Discretionary 3.9%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$378K 0.05%
4,897
-310
352
$372K 0.05%
6,936
+1,314
353
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-776
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355
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3,350
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356
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3,841
357
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11,890
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358
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10,043
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359
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66,000
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360
$361K 0.05%
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361
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362
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4,514
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363
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5,264
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364
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4,046
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365
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368
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369
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3,548
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371
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1,393
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372
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4,001
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373
$342K 0.04%
3,006
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374
$341K 0.04%
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375
$339K 0.04%
3,101
-70
13 14
15
16 17