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
$1.19B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.96M
3
+$5.87M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.82M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$4.23M

Top Sells

1
+$11.4M
2
+$7.43M
3
+$6.41M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$4.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.72M

Sector Composition

1 Technology 7.81%
2 Financials 6.34%
3 Consumer Discretionary 4.21%
4 Healthcare 3.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$316K 0.03%
+3,211
427
$316K 0.03%
+8,290
428
$315K 0.03%
+1,664
429
$314K 0.03%
11,954
+6
430
$306K 0.03%
7,820
-189,665
431
$306K 0.03%
11,007
+294
432
$304K 0.03%
+4,611
433
$303K 0.03%
11,618
+1,141
434
$303K 0.03%
+4,732
435
$301K 0.03%
+662
436
$299K 0.03%
+7,257
437
$299K 0.03%
+3,172
438
$298K 0.03%
+5,602
439
$294K 0.02%
+7,266
440
$294K 0.02%
+4,066
441
$293K 0.02%
+2,814
442
$291K 0.02%
+5,456
443
$291K 0.02%
+2,748
444
$289K 0.02%
+6,463
445
$285K 0.02%
+2,321
446
$284K 0.02%
+3,296
447
$283K 0.02%
+5,791
448
$283K 0.02%
+2,362
449
$282K 0.02%
+7,920
450
$281K 0.02%
+613
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