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
$1B
AUM Growth
-$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$6.46M
3
+$3.83M
4
BDX icon
Becton Dickinson
BDX
+$1.92M
5
WMT icon
Walmart
WMT
+$1.87M

Top Sells

1
+$23.3M
2
+$21.3M
3
+$21M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$14.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.3M

Sector Composition

1 Financials 5.79%
2 Technology 5.37%
3 Healthcare 3.56%
4 Consumer Discretionary 3.49%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$214K 0.02%
+7,579
452
$212K 0.02%
3,651
-1,099
453
$212K 0.02%
5,141
-3,402
454
$211K 0.02%
+6,440
455
$211K 0.02%
3,614
-531
456
$210K 0.02%
4,373
-2,032
457
$209K 0.02%
+11,353
458
$208K 0.02%
+4,282
459
$208K 0.02%
+973
460
$207K 0.02%
+6,822
461
$206K 0.02%
+2,327
462
$206K 0.02%
+1,310
463
$203K 0.02%
4,628
-597
464
$202K 0.02%
+1,459
465
$202K 0.02%
622
-123
466
$201K 0.02%
+392
467
$201K 0.02%
15,000
468
$201K 0.02%
+1,740
469
$200K 0.02%
2,088
-644
470
$200K 0.02%
+1,091
471
$188K 0.02%
18,027
+83
472
$184K 0.02%
11,712
+7,914
473
$171K 0.02%
16,925
+442
474
$169K 0.02%
11,319
-2,422
475
$134K 0.01%
10,000
17 18
19
20 21