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
$803M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.13M
3
+$1.84M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.52M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.4M

Top Sells

1
+$1.71M
2
+$1.4M
3
+$1.28M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.11M
5
BA icon
Boeing
BA
+$1.1M

Sector Composition

1 Technology 6.74%
2 Financials 5.8%
3 Healthcare 4.41%
4 Consumer Discretionary 3.9%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$337K 0.04%
709
+244
377
$335K 0.04%
13,763
+36
378
$332K 0.04%
19,321
+2,210
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380
$326K 0.04%
3,009
+856
381
$326K 0.04%
4,450
-84
382
$323K 0.04%
5,253
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383
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384
$316K 0.04%
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-37
385
$314K 0.04%
4,864
+1,064
386
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+6,467
387
$314K 0.04%
4,998
-589
388
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4,490
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389
$311K 0.04%
9,257
+286
390
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+2,434
391
$305K 0.04%
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392
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393
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1,399
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394
$298K 0.04%
11,250
-2,089
395
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396
$294K 0.04%
+3,317
397
$294K 0.04%
5,926
+290
398
$294K 0.04%
+5,377
399
$293K 0.04%
+7,225
400
$293K 0.04%
5,351
+400
14 15
16
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