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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$412K 0.04%
14,948
+1,440
352
$411K 0.04%
13,431
+1,114
353
$411K 0.04%
13,714
+1,009
354
$410K 0.04%
9,446
+3,104
355
$409K 0.04%
8,020
+2,000
356
$409K 0.04%
7,315
+191
357
$405K 0.04%
7,030
+1,114
358
$401K 0.04%
7,146
-84
359
$399K 0.04%
2,035
+1
360
$398K 0.04%
1,950
+85
361
$398K 0.04%
1,760
+347
362
$395K 0.04%
2,149
363
$395K 0.04%
724
+82
364
$393K 0.04%
4,896
-1,520
365
$391K 0.04%
7,254
+592
366
$385K 0.04%
6,935
-1,505
367
$381K 0.04%
5,166
+533
368
$377K 0.04%
20,509
+1
369
$375K 0.04%
14,819
-1,118
370
$374K 0.04%
+5,950
371
$373K 0.03%
1,869
-24
372
$369K 0.03%
536
+1
373
$368K 0.03%
6,877
+547
374
$366K 0.03%
+3,184
375
$362K 0.03%
1,799
-174
13 14
15
16 17