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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$656K 0.04%
+5,806
352
$651K 0.04%
+3,766
353
$648K 0.04%
36,183
-62,773
354
$647K 0.04%
+2,159
355
$640K 0.04%
+15,800
356
$635K 0.04%
+6,393
357
$634K 0.04%
+11,541
358
$631K 0.04%
+8,333
359
$630K 0.04%
23,456
+6,151
360
$623K 0.04%
17,534
-4,220
361
$622K 0.04%
13,689
+1,629
362
$620K 0.04%
30,928
+546
363
$618K 0.04%
23,259
-750
364
$613K 0.04%
29,919
365
$613K 0.04%
+2,869
366
$609K 0.04%
31,710
+352
367
$601K 0.04%
21,024
-102
368
$598K 0.04%
+2,061
369
$596K 0.04%
+4,377
370
$577K 0.04%
+2,931
371
$576K 0.04%
+4,822
372
$573K 0.04%
71,658
+24,616
373
$569K 0.04%
8,793
-1,339
374
$569K 0.04%
+2,211
375
$568K 0.04%
+4,054
13 14
15
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