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IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.04M 0.05%
15,147
+99
352
$1.03M 0.05%
20,958
+2
353
$1.01M 0.05%
2,678
-12
354
$1.01M 0.05%
47,518
+5,677
355
$1.01M 0.05%
16,412
356
$1.01M 0.05%
6,902
+136
357
$1M 0.05%
9,082
+302
358
$1M 0.05%
5,284
-215
359
$996K 0.05%
3,311
+65
360
$990K 0.05%
13,508
+442
361
$987K 0.04%
48,372
-2,207
362
$948K 0.04%
28,155
-265
363
$940K 0.04%
16,003
-1,280
364
$939K 0.04%
11,321
-560
365
$939K 0.04%
4,088
-211
366
$936K 0.04%
1,175
+144
367
$933K 0.04%
7,114
+475
368
$929K 0.04%
6,846
+3,055
369
$925K 0.04%
9,186
+123
370
$923K 0.04%
18,211
+61
371
$921K 0.04%
14,610
-375
372
$919K 0.04%
36,084
-1,962
373
$901K 0.04%
33,013
-698
374
$891K 0.04%
21,662
+44
375
$888K 0.04%
29,305
+772
13 14
15
16 17