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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$359K 0.03%
2,559
+488
377
$357K 0.03%
6,599
-855
378
$357K 0.03%
5,922
+110
379
$357K 0.03%
20,973
+215
380
$355K 0.03%
15,486
+847
381
$349K 0.03%
1,436
+1
382
$349K 0.03%
4,880
-222
383
$349K 0.03%
+7,582
384
$347K 0.03%
20,090
385
$343K 0.03%
22,096
-1,550
386
$339K 0.03%
+2,714
387
$338K 0.03%
3,640
-1,745
388
$337K 0.03%
+11,896
389
$333K 0.03%
2,716
390
$333K 0.03%
7,125
391
$332K 0.03%
1,532
-70
392
$331K 0.03%
7,752
-326
393
$328K 0.03%
3,641
-65
394
$325K 0.03%
4,175
-229
395
$318K 0.03%
+6,147
396
$318K 0.03%
1,507
+416
397
$316K 0.03%
8,380
-2,320
398
$315K 0.03%
5,687
+1,405
399
$311K 0.03%
2,925
+1
400
$308K 0.03%
11,542
14 15
16
17 18