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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$411K 0.04%
4,554
-267
352
$410K 0.04%
2,681
-111
353
$408K 0.04%
+1,524
354
$407K 0.04%
3,272
+26
355
$407K 0.04%
3,918
+236
356
$406K 0.04%
6,413
+956
357
$405K 0.04%
10,570
-110
358
$398K 0.04%
11,849
-41
359
$397K 0.04%
9,137
+2,765
360
$397K 0.04%
3,916
-49
361
$397K 0.04%
3,120
-565
362
$396K 0.04%
10,259
+1,096
363
$393K 0.04%
3,252
+921
364
$390K 0.04%
8,504
+145
365
$386K 0.04%
8,523
+25
366
$384K 0.03%
3,307
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367
$377K 0.03%
5,306
+2,681
368
$373K 0.03%
3,880
-3,551
369
$371K 0.03%
11,132
370
$366K 0.03%
7,878
371
$362K 0.03%
11,653
-1,758
372
$362K 0.03%
+12,485
373
$360K 0.03%
11,628
+2,884
374
$353K 0.03%
+3,949
375
$351K 0.03%
+4,314
13 14
15
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