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
$1B
AUM Growth
-$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$6.46M
3
+$3.83M
4
BDX icon
Becton Dickinson
BDX
+$1.92M
5
WMT icon
Walmart
WMT
+$1.87M

Top Sells

1
+$23.3M
2
+$21.3M
3
+$21M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$14.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Sector Composition

1 Financials 5.79%
2 Technology 5.37%
3 Healthcare 3.56%
4 Consumer Discretionary 3.49%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$345K 0.03%
15,067
-616
377
$336K 0.03%
1,435
+4
378
$335K 0.03%
+6,688
379
$331K 0.03%
4,766
+314
380
$327K 0.03%
4,633
-118
381
$327K 0.03%
+1,413
382
$326K 0.03%
+4,199
383
$326K 0.03%
6,733
-246
384
$325K 0.03%
3,706
-195
385
$321K 0.03%
7,854
-1
386
$321K 0.03%
1,602
-2,827
387
$320K 0.03%
2,364
+15
388
$318K 0.03%
5,916
+70
389
$317K 0.03%
2,716
-4,903
390
$317K 0.03%
6,330
-1,155
391
$313K 0.03%
+7,125
392
$313K 0.03%
8,042
-2,528
393
$312K 0.03%
8,078
-2,986
394
$308K 0.03%
8,508
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395
$308K 0.03%
2,924
+189
396
$306K 0.03%
1,245
-86
397
$304K 0.03%
5,882
+12
398
$301K 0.03%
642
399
$300K 0.03%
+6,020
400
$299K 0.03%
34,603
-4,418
14 15
16
17 18