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
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

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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-4,802
378
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-8,389
379
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-114,230
380
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-17,898
381
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-1,253
382
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-12,788
383
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-2,185
384
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-3,276
385
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-3,547
386
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-3,994
387
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388
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0
389
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390
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391
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392
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393
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394
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396
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-4,921
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