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
$925M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.32M
3
+$2.75M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41M

Top Sells

1
+$5.97M
2
+$2.05M
3
+$1.63M
4
TSCO icon
Tractor Supply
TSCO
+$1.49M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.41M

Sector Composition

1 Technology 6.87%
2 Financials 6.66%
3 Healthcare 4.19%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$217K 0.02%
7,328
-96
452
$215K 0.02%
+6,609
453
$213K 0.02%
5,270
-36,960
454
$211K 0.02%
4,270
-1,037
455
$211K 0.02%
1,820
-506
456
$209K 0.02%
2,580
+2
457
$209K 0.02%
5,730
-220
458
$209K 0.02%
602
+39
459
$209K 0.02%
+2,316
460
$208K 0.02%
2,991
461
$208K 0.02%
3,331
-450
462
$207K 0.02%
+2,810
463
$207K 0.02%
13,448
+184
464
$207K 0.02%
6,396
465
$203K 0.02%
+2,872
466
$203K 0.02%
648
-5,219
467
$203K 0.02%
+751
468
$202K 0.02%
1,535
469
$200K 0.02%
2,448
-76
470
$200K 0.02%
8,359
+300
471
$164K 0.02%
13,445
472
$136K 0.01%
+17,900
473
$94K 0.01%
3,798
-500
474
$80K 0.01%
1,323
475
$75K 0.01%
883
16 17 18
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