We are live on ! Find out more
IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$796K 0.04%
15,006
-1,813
402
$794K 0.04%
16,433
-6,647
403
$792K 0.04%
20,995
-375
404
$788K 0.04%
25,501
+11,777
405
$787K 0.04%
14,529
+206
406
$769K 0.04%
22,138
+3,783
407
$767K 0.03%
5,569
+543
408
$766K 0.03%
13,651
-40
409
$762K 0.03%
6,691
-8,682
410
$760K 0.03%
1,941
-44
411
$759K 0.03%
24,578
+1,580
412
$756K 0.03%
3,176
-45
413
$754K 0.03%
27,599
+1,673
414
$753K 0.03%
7,989
-509
415
$752K 0.03%
4,502
416
$750K 0.03%
5,596
417
$740K 0.03%
32,268
-1,151
418
$739K 0.03%
40,511
-752
419
$734K 0.03%
3,113
+342
420
$733K 0.03%
20,830
+602
421
$732K 0.03%
4,715
-1,903
422
$726K 0.03%
2,856
-235
423
$722K 0.03%
11,108
-1,216
424
$718K 0.03%
2,647
+43
425
$718K 0.03%
1,701
-7
15 16
17
18 19