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
$1.76B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$6.28M
3
+$6.07M
4
QCOM icon
Qualcomm
QCOM
+$3.58M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$3.46M

Top Sells

1
+$11.8M
2
+$4.71M
3
+$2.94M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$2.68M
5
MCD icon
McDonald's
MCD
+$2.25M

Sector Composition

1 Technology 8.54%
2 Financials 6.73%
3 Consumer Discretionary 3.99%
4 Industrials 2.96%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$487K 0.03%
33,785
427
$487K 0.03%
+5,214
428
$485K 0.03%
10,189
429
$482K 0.03%
+2,889
430
$481K 0.03%
12,000
-3,514
431
$478K 0.03%
+4,293
432
$477K 0.03%
+6,061
433
$477K 0.03%
8,962
-3,182
434
$472K 0.03%
+8,285
435
$470K 0.03%
+1,057
436
$468K 0.03%
9,854
-3,287
437
$465K 0.03%
+9,803
438
$463K 0.03%
+21,130
439
$459K 0.03%
+2,593
440
$457K 0.03%
+2,142
441
$453K 0.03%
10,303
-1,688
442
$451K 0.03%
+6,006
443
$450K 0.03%
+1,775
444
$450K 0.03%
+3,030
445
$442K 0.03%
+830
446
$439K 0.02%
+3,679
447
$438K 0.02%
22,444
+1,675
448
$434K 0.02%
+8,839
449
$427K 0.02%
+3,756
450
$426K 0.02%
+9,429
16 17
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