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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$248K 0.02%
13,524
+49
452
$243K 0.02%
4,953
+164
453
$243K 0.02%
+666
454
$243K 0.02%
6,951
+511
455
$242K 0.02%
2,158
-268
456
$241K 0.02%
+3,904
457
$240K 0.02%
3,181
-14,425
458
$238K 0.02%
+3,468
459
$237K 0.02%
+5,404
460
$236K 0.02%
26,823
-7,780
461
$236K 0.02%
3,708
+94
462
$235K 0.02%
11,264
-5
463
$235K 0.02%
1,115
-130
464
$233K 0.02%
52,477
+25,288
465
$230K 0.02%
11,179
466
$227K 0.02%
2,465
+419
467
$227K 0.02%
+4,529
468
$226K 0.02%
5,454
469
$226K 0.02%
6,588
-234
470
$225K 0.02%
2,467
+3
471
$223K 0.02%
2,515
+6
472
$223K 0.02%
+3,016
473
$223K 0.02%
10,467
+1,580
474
$221K 0.02%
4,628
475
$221K 0.02%
622
17 18
19
20 21