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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$271K 0.03%
8,020
-18
427
$270K 0.03%
11,405
-3,662
428
$269K 0.03%
10,934
+298
429
$269K 0.03%
739
-26
430
$267K 0.02%
21,305
+86
431
$266K 0.02%
+2,860
432
$265K 0.02%
+1,591
433
$262K 0.02%
10,373
+52
434
$261K 0.02%
6,128
-230
435
$259K 0.02%
2,235
436
$259K 0.02%
1,808
-213
437
$256K 0.02%
2,573
-10,271
438
$256K 0.02%
6,848
-1,006
439
$255K 0.02%
5,213
-548
440
$255K 0.02%
2,511
-152
441
$254K 0.02%
+3,056
442
$254K 0.02%
8,067
-447
443
$253K 0.02%
7,286
-261
444
$253K 0.02%
1,704
-36
445
$252K 0.02%
+6,922
446
$251K 0.02%
9,332
+100
447
$250K 0.02%
5,722
+28
448
$250K 0.02%
+2,676
449
$249K 0.02%
4,759
-1,284
450
$249K 0.02%
2,750
-125
16 17
18
19 20