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
401
$300K 0.03%
1,679
-72
402
$298K 0.03%
1,431
+1
403
$295K 0.03%
1,204
-3
404
$295K 0.03%
5,361
405
$294K 0.03%
5,932
+190
406
$292K 0.03%
2,085
+178
407
$291K 0.03%
2,235
408
$291K 0.03%
3,978
409
$287K 0.03%
4,746
-1,416
410
$286K 0.03%
1,852
-61
411
$282K 0.03%
3,171
+591
412
$282K 0.03%
1,881
+103
413
$274K 0.03%
+5,912
414
$273K 0.03%
3,198
+466
415
$272K 0.03%
553
+33
416
$271K 0.03%
1,108
417
$268K 0.03%
3,084
418
$268K 0.03%
3,704
+82
419
$267K 0.03%
17,835
+350
420
$267K 0.03%
9,540
421
$267K 0.03%
+1,096
422
$266K 0.03%
646
-42
423
$264K 0.03%
6,726
+114
424
$263K 0.03%
2,858
-17
425
$260K 0.03%
1,084
15 16
17
18 19