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
$1B
AUM Growth
-$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$6.46M
3
+$3.83M
4
BDX icon
Becton Dickinson
BDX
+$1.92M
5
WMT icon
Walmart
WMT
+$1.87M

Top Sells

1
+$23.3M
2
+$21.3M
3
+$21M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$14.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Sector Composition

1 Financials 5.79%
2 Technology 5.37%
3 Healthcare 3.56%
4 Consumer Discretionary 3.49%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$298K 0.03%
535
+2
402
$297K 0.03%
4,002
-894
403
$297K 0.03%
11,542
-271
404
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17,448
-61
405
$292K 0.03%
2,543
-4,093
406
$289K 0.03%
7,813
+138
407
$285K 0.03%
2,426
+116
408
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2,231
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409
$284K 0.03%
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410
$277K 0.03%
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-82
411
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+2,071
412
$274K 0.03%
2,708
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413
$274K 0.03%
2,539
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414
$273K 0.03%
5,761
+140
415
$272K 0.03%
8,281
-1,188
416
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417
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418
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765
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419
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5,454
420
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2,021
-1,286
421
$259K 0.03%
8,038
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422
$259K 0.03%
10,636
-2,503
423
$256K 0.03%
8,514
-997
424
$256K 0.03%
4,789
-3,419
425
$254K 0.03%
3,815
-6,139
15 16
17
18 19