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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$248K 0.02%
7,675
+3
452
$247K 0.02%
7,677
+1,062
453
$246K 0.02%
8,677
+36
454
$244K 0.02%
+4,046
455
$243K 0.02%
+4,569
456
$243K 0.02%
+30,000
457
$241K 0.02%
+2,636
458
$241K 0.02%
+2,333
459
$241K 0.02%
+3,047
460
$240K 0.02%
+3,828
461
$234K 0.02%
5,454
462
$233K 0.02%
17,509
+287
463
$233K 0.02%
+2,732
464
$232K 0.02%
2,539
-22
465
$232K 0.02%
4,750
-1,070
466
$230K 0.02%
8,882
-1,918
467
$227K 0.02%
2,235
468
$227K 0.02%
13,948
+193
469
$226K 0.02%
+2,580
470
$226K 0.02%
5,225
+550
471
$222K 0.02%
+5,784
472
$221K 0.02%
11,997
-1,879
473
$221K 0.02%
7,900
+1,234
474
$221K 0.02%
2,745
-188
475
$220K 0.02%
+3,868
17 18
19
20 21