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
$1.03B
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$2.79M
4
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$1.74M
5
PM icon
Philip Morris
PM
+$1.54M

Top Sells

1
+$2.9M
2
+$2.73M
3
+$2.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
GIS icon
General Mills
GIS
+$1.62M

Sector Composition

1 Technology 7.37%
2 Financials 6.27%
3 Consumer Discretionary 4.05%
4 Healthcare 3.94%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$259K 0.03%
4,776
-121
427
$257K 0.03%
6,618
-1,010
428
$257K 0.03%
10,241
-834
429
$252K 0.02%
+13,000
430
$252K 0.02%
+8,855
431
$251K 0.02%
+4,564
432
$251K 0.02%
7,124
-1,614
433
$249K 0.02%
+11,781
434
$249K 0.02%
6,393
-246
435
$249K 0.02%
2,965
-48
436
$248K 0.02%
2,314
-2,203
437
$246K 0.02%
+3,426
438
$245K 0.02%
7,317
-158
439
$243K 0.02%
7,418
+809
440
$241K 0.02%
3,404
+12
441
$241K 0.02%
671
-73
442
$240K 0.02%
17,136
-1,645
443
$240K 0.02%
2,346
+30
444
$239K 0.02%
+1,757
445
$237K 0.02%
+1,433
446
$236K 0.02%
6,750
447
$236K 0.02%
2,830
+20
448
$236K 0.02%
4,584
-2,697
449
$235K 0.02%
2,700
450
$233K 0.02%
+3,740
16 17
18
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