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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$306K 0.03%
4,012
+10
402
$305K 0.03%
4,608
+3
403
$305K 0.03%
1,206
+221
404
$303K 0.03%
11,315
+2,632
405
$301K 0.03%
4,344
+1,317
406
$301K 0.03%
+2,821
407
$300K 0.03%
+2,268
408
$295K 0.03%
2,236
+5
409
$294K 0.03%
7,384
-658
410
$293K 0.03%
4,381
+614
411
$291K 0.03%
7,677
-3,940
412
$291K 0.03%
7,801
-707
413
$288K 0.03%
2,152
-212
414
$287K 0.03%
5,281
-1,407
415
$285K 0.03%
+7,071
416
$285K 0.03%
+9,249
417
$285K 0.03%
+1,245
418
$284K 0.03%
9,335
+2,504
419
$282K 0.03%
2,137
-5,430
420
$282K 0.03%
489
+55
421
$280K 0.03%
+3,242
422
$277K 0.03%
3,968
+153
423
$274K 0.03%
5,720
-3,534
424
$273K 0.03%
7,878
425
$273K 0.03%
+7,919
15 16
17
18 19