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
$925M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.32M
3
+$2.75M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41M

Top Sells

1
+$5.97M
2
+$2.05M
3
+$1.63M
4
TSCO icon
Tractor Supply
TSCO
+$1.49M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.41M

Sector Composition

1 Technology 6.87%
2 Financials 6.66%
3 Healthcare 4.19%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$379K 0.04%
11,372
352
$375K 0.04%
2,584
+19
353
$370K 0.04%
1,543
+293
354
$368K 0.04%
34,265
-5,448
355
$364K 0.04%
13,684
356
$364K 0.04%
6,213
+488
357
$360K 0.04%
8,694
358
$360K 0.04%
12,748
+835
359
$359K 0.04%
20,619
-1,681
360
$355K 0.04%
2,052
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361
$354K 0.04%
14,360
+4,025
362
$352K 0.04%
3,423
+193
363
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2,707
-135
364
$350K 0.04%
613
+16
365
$347K 0.04%
6,162
-30
366
$347K 0.04%
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367
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1,433
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368
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4,797
-16
369
$343K 0.04%
3,030
370
$342K 0.04%
5,030
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371
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5,390
372
$340K 0.04%
14,118
-860
373
$337K 0.04%
4,517
+1,245
374
$337K 0.04%
1,720
-500
375
$335K 0.04%
1,529
-196
13 14
15
16 17