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
401
$291K 0.04%
+1,317
402
$289K 0.04%
2,150
-818
403
$287K 0.04%
3,508
+294
404
$287K 0.04%
9,509
+443
405
$286K 0.04%
2,481
-90
406
$283K 0.04%
942
-323
407
$281K 0.04%
6,816
408
$280K 0.03%
4,384
+14
409
$278K 0.03%
18,838
-3,900
410
$273K 0.03%
1,205
-48
411
$266K 0.03%
7,681
412
$265K 0.03%
2,759
+80
413
$265K 0.03%
4,861
-2,750
414
$264K 0.03%
9,540
-180
415
$262K 0.03%
+1,294
416
$259K 0.03%
8,754
-11,259
417
$259K 0.03%
+9,712
418
$259K 0.03%
5,996
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419
$258K 0.03%
5,786
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420
$256K 0.03%
1,490
-247
421
$254K 0.03%
1,360
-42
422
$252K 0.03%
2,989
-449
423
$250K 0.03%
3,978
424
$249K 0.03%
4,287
-105
425
$249K 0.03%
4,456
15 16
17
18 19