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
$1.19B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.96M
3
+$5.87M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.82M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$4.23M

Top Sells

1
+$11.4M
2
+$7.43M
3
+$6.41M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$4.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.72M

Sector Composition

1 Technology 7.81%
2 Financials 6.34%
3 Consumer Discretionary 4.21%
4 Healthcare 3.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$281K 0.02%
+7,667
452
$280K 0.02%
+7,459
453
$279K 0.02%
+16,420
454
$279K 0.02%
4,379
-19,007
455
$276K 0.02%
11,143
-2,154
456
$275K 0.02%
+7,140
457
$270K 0.02%
+2,235
458
$270K 0.02%
15,252
-249
459
$269K 0.02%
11,256
+33
460
$267K 0.02%
9,963
-291
461
$266K 0.02%
+2,900
462
$264K 0.02%
+4,599
463
$264K 0.02%
+5,767
464
$262K 0.02%
+3,845
465
$260K 0.02%
+2,739
466
$258K 0.02%
+2,697
467
$258K 0.02%
+3,710
468
$256K 0.02%
+2,823
469
$256K 0.02%
+4,406
470
$253K 0.02%
+5,287
471
$251K 0.02%
18,731
+632
472
$251K 0.02%
+628
473
$251K 0.02%
12,122
474
$250K 0.02%
+2,004
475
$250K 0.02%
+2,831
17 18
19
20 21