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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$384K 0.02%
+10,189
452
$381K 0.02%
+8,432
453
$379K 0.02%
+648
454
$378K 0.02%
+10,487
455
$375K 0.02%
14,333
-2,660
456
$374K 0.02%
17,512
+1,039
457
$373K 0.02%
+874
458
$373K 0.02%
+8,782
459
$371K 0.02%
8,121
-3,773
460
$369K 0.02%
+2,324
461
$369K 0.02%
+3,595
462
$369K 0.02%
+19,835
463
$366K 0.02%
+5,133
464
$365K 0.02%
+3,194
465
$364K 0.02%
+1,165
466
$363K 0.02%
20,570
+1,024
467
$362K 0.02%
+5,778
468
$358K 0.02%
+11,409
469
$357K 0.02%
+3,420
470
$354K 0.02%
+6,978
471
$353K 0.02%
+2,295
472
$352K 0.02%
+4,473
473
$350K 0.02%
+1,510
474
$350K 0.02%
+11,481
475
$348K 0.02%
+5,550
17 18
19
20 21