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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$317K 0.03%
+7,627
402
$317K 0.03%
39,021
-5,145
403
$316K 0.03%
+1,922
404
$316K 0.03%
+2,736
405
$313K 0.03%
3,901
-366
406
$313K 0.03%
+2,841
407
$312K 0.03%
+1,099
408
$311K 0.03%
2,148
-35
409
$309K 0.03%
6,441
-9,340
410
$307K 0.03%
2,330
+143
411
$306K 0.03%
4,452
+1,326
412
$299K 0.03%
11,813
-14,829
413
$298K 0.03%
4,476
+182
414
$297K 0.03%
3,747
-587
415
$297K 0.03%
4,751
+1,319
416
$294K 0.03%
7,639
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417
$294K 0.03%
5,846
418
$294K 0.03%
8,208
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419
$289K 0.03%
7,855
-388
420
$285K 0.03%
11,271
+13
421
$284K 0.03%
7,236
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422
$284K 0.03%
+5,772
423
$283K 0.03%
3,808
+197
424
$278K 0.03%
9,633
-1,238
425
$276K 0.03%
20,925
15 16
17
18 19