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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$567K 0.04%
+1,723
377
$565K 0.04%
+8,141
378
$562K 0.04%
14,605
+1,638
379
$562K 0.04%
20,332
+1,919
380
$554K 0.04%
+11,853
381
$551K 0.04%
24,320
+2,250
382
$549K 0.04%
+20,328
383
$548K 0.04%
16,976
384
$543K 0.03%
+2,983
385
$542K 0.03%
+11,209
386
$539K 0.03%
84,551
+11,191
387
$536K 0.03%
+1,435
388
$536K 0.03%
22,615
+2,313
389
$532K 0.03%
+5,002
390
$525K 0.03%
+4,084
391
$524K 0.03%
+1,970
392
$520K 0.03%
+576
393
$517K 0.03%
15,506
+3,506
394
$513K 0.03%
+5,822
395
$508K 0.03%
11,346
+222
396
$507K 0.03%
+9,089
397
$506K 0.03%
+4,455
398
$503K 0.03%
+2,306
399
$502K 0.03%
+13,000
400
$496K 0.03%
+3,885
14 15
16
17 18