IA

IFG Advisory Portfolio holdings

AUM $2.29B
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$7.82M
3
+$1.46M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$898K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$842K

Top Sells

1
+$5.28M
2
+$2.56M
3
+$1.89M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$517K
5
TREE icon
LendingTree
TREE
+$479K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$32K 0.01%
+18,400
377
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-8,389
379
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380
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382
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383
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390
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392
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395
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