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
$1.03B
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$2.79M
4
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$1.74M
5
PM icon
Philip Morris
PM
+$1.54M

Top Sells

1
+$2.9M
2
+$2.73M
3
+$2.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
GIS icon
General Mills
GIS
+$1.62M

Sector Composition

1 Technology 7.37%
2 Financials 6.27%
3 Consumer Discretionary 4.05%
4 Healthcare 3.94%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$350K 0.03%
5,610
+396
377
$348K 0.03%
2,440
-60
378
$348K 0.03%
3,606
+13
379
$346K 0.03%
+9,128
380
$345K 0.03%
19,011
-1,608
381
$344K 0.03%
4,062
+141
382
$343K 0.03%
7,500
383
$341K 0.03%
+10,661
384
$338K 0.03%
4,963
+65
385
$336K 0.03%
7,760
-203
386
$334K 0.03%
+7,975
387
$334K 0.03%
2,855
-95
388
$331K 0.03%
8,818
-147
389
$329K 0.03%
6,896
+213
390
$327K 0.03%
10,883
-1,865
391
$326K 0.03%
+9,288
392
$319K 0.03%
5,677
-18
393
$316K 0.03%
12,330
-2,259
394
$314K 0.03%
1,342
-1,485
395
$313K 0.03%
2,569
+476
396
$312K 0.03%
5,094
+577
397
$307K 0.03%
1,990
+36
398
$307K 0.03%
2,210
-496
399
$306K 0.03%
2,864
400
$302K 0.03%
+5,913
14 15
16
17 18