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
$1B
AUM Growth
-$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$6.46M
3
+$3.83M
4
BDX icon
Becton Dickinson
BDX
+$1.92M
5
WMT icon
Walmart
WMT
+$1.87M

Top Sells

1
+$23.3M
2
+$21.3M
3
+$21M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$14.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Sector Composition

1 Financials 5.79%
2 Technology 5.37%
3 Healthcare 3.56%
4 Consumer Discretionary 3.49%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$251K 0.03%
11,269
-2
427
$250K 0.02%
1,893
-1,380
428
$250K 0.02%
10,321
-970
429
$246K 0.02%
2,235
430
$243K 0.02%
2,875
-298
431
$242K 0.02%
7,547
-2,875
432
$242K 0.02%
4,605
+36
433
$239K 0.02%
434
-384
434
$239K 0.02%
13,475
-473
435
$236K 0.02%
5,694
-90
436
$233K 0.02%
2,464
-2,642
437
$233K 0.02%
+8,683
438
$232K 0.02%
8,887
+5
439
$231K 0.02%
+9,232
440
$230K 0.02%
+3,180
441
$229K 0.02%
11,179
+457
442
$228K 0.02%
+9,477
443
$227K 0.02%
6,358
+112
444
$218K 0.02%
2,509
-689
445
$218K 0.02%
5,928
-14,284
446
$217K 0.02%
3,027
-6,363
447
$217K 0.02%
3,767
-2,049
448
$215K 0.02%
3,511
-154
449
$215K 0.02%
985
+127
450
$214K 0.02%
2,046
-177
16 17
18
19 20