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
$1.03B
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$2.79M
4
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$1.74M
5
PM icon
Philip Morris
PM
+$1.54M

Top Sells

1
+$2.9M
2
+$2.73M
3
+$2.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
GIS icon
General Mills
GIS
+$1.62M

Sector Composition

1 Technology 7.37%
2 Financials 6.27%
3 Consumer Discretionary 4.05%
4 Healthcare 3.94%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$232K 0.02%
915
-9
452
$232K 0.02%
+660
453
$228K 0.02%
8,004
-9,325
454
$225K 0.02%
7,532
+204
455
$224K 0.02%
4,499
+144
456
$223K 0.02%
3,638
457
$223K 0.02%
903
-159
458
$222K 0.02%
+6,185
459
$222K 0.02%
2,913
+41
460
$220K 0.02%
+8,525
461
$220K 0.02%
1,033
462
$218K 0.02%
1,649
-138
463
$216K 0.02%
738
-100
464
$215K 0.02%
+415
465
$214K 0.02%
+11,965
466
$214K 0.02%
+6,255
467
$214K 0.02%
+2,932
468
$214K 0.02%
3,438
-3,904
469
$211K 0.02%
+2,935
470
$210K 0.02%
586
-16
471
$207K 0.02%
1,820
472
$207K 0.02%
+1,674
473
$206K 0.02%
3,422
+190
474
$206K 0.02%
+6,350
475
$205K 0.02%
5,730
17 18
19
20 21