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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$429K 0.03%
+4,298
427
$429K 0.03%
+4,857
428
$427K 0.03%
7,115
-2,945
429
$427K 0.03%
+3,021
430
$424K 0.03%
+6,378
431
$424K 0.03%
+3,968
432
$416K 0.03%
+4,358
433
$416K 0.03%
+7,960
434
$413K 0.03%
+8,490
435
$413K 0.03%
+5,363
436
$410K 0.03%
+4,649
437
$409K 0.03%
+8,310
438
$408K 0.03%
+16,037
439
$408K 0.03%
+3,297
440
$407K 0.03%
+2,093
441
$406K 0.03%
20,071
442
$406K 0.03%
13,303
+5
443
$406K 0.03%
+9,243
444
$395K 0.03%
+6,531
445
$393K 0.03%
9,478
-6,149
446
$393K 0.03%
+661
447
$389K 0.03%
+2,756
448
$388K 0.02%
+8,002
449
$387K 0.02%
6,866
-14,286
450
$385K 0.02%
19,623
+2,997
16 17
18
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