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
$1.19B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.96M
3
+$5.87M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.82M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$4.23M

Top Sells

1
+$11.4M
2
+$7.43M
3
+$6.41M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$4.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.72M

Sector Composition

1 Technology 7.81%
2 Financials 6.34%
3 Consumer Discretionary 4.21%
4 Healthcare 3.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$357K 0.03%
+2,049
402
$356K 0.03%
+7,834
403
$354K 0.03%
13,530
+94
404
$354K 0.03%
+4,683
405
$353K 0.03%
19,811
-698
406
$352K 0.03%
+4,876
407
$351K 0.03%
+2,845
408
$350K 0.03%
10,141
+69
409
$349K 0.03%
15,848
-20,611
410
$347K 0.03%
+2,591
411
$345K 0.03%
+2,184
412
$341K 0.03%
+4,249
413
$341K 0.03%
+16,036
414
$341K 0.03%
+1,286
415
$337K 0.03%
+1,251
416
$337K 0.03%
+7,284
417
$337K 0.03%
+7,729
418
$330K 0.03%
+9,840
419
$326K 0.03%
+10,863
420
$323K 0.03%
+6,219
421
$321K 0.03%
14,503
+1,883
422
$321K 0.03%
+4,225
423
$320K 0.03%
20,885
+5
424
$318K 0.03%
+6,978
425
$318K 0.03%
+3,046
15 16
17
18 19