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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$495K 0.03%
+2,002
402
$491K 0.03%
22,104
+4,168
403
$489K 0.03%
+2,159
404
$485K 0.03%
+5,729
405
$484K 0.03%
21,140
-34
406
$477K 0.03%
+4,616
407
$475K 0.03%
+1,299
408
$473K 0.03%
16,620
+2,816
409
$471K 0.03%
+6,298
410
$469K 0.03%
+6,929
411
$468K 0.03%
+5,735
412
$466K 0.03%
13,734
-606
413
$464K 0.03%
+6,204
414
$462K 0.03%
33,785
415
$459K 0.03%
+2,044
416
$456K 0.03%
+8,984
417
$453K 0.03%
15,732
-3,464
418
$453K 0.03%
+3,809
419
$451K 0.03%
15,582
+597
420
$451K 0.03%
+8,186
421
$451K 0.03%
+1,801
422
$448K 0.03%
+3,080
423
$445K 0.03%
+2,958
424
$436K 0.03%
13,042
+987
425
$432K 0.03%
+3,082
15 16
17
18 19