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
$1.76B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$6.28M
3
+$6.07M
4
QCOM icon
Qualcomm
QCOM
+$3.58M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$3.46M

Top Sells

1
+$11.8M
2
+$4.71M
3
+$2.94M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$2.68M
5
MCD icon
McDonald's
MCD
+$2.25M

Sector Composition

1 Technology 8.54%
2 Financials 6.73%
3 Consumer Discretionary 3.99%
4 Industrials 2.96%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$425K 0.02%
20,760
-1
452
$424K 0.02%
+4,264
453
$423K 0.02%
19,230
454
$423K 0.02%
+2,011
455
$419K 0.02%
+1,653
456
$419K 0.02%
+4,605
457
$416K 0.02%
+6,552
458
$410K 0.02%
5,362
-9,159
459
$407K 0.02%
+1,184
460
$402K 0.02%
+2,146
461
$402K 0.02%
+3,092
462
$401K 0.02%
+1,825
463
$400K 0.02%
+6,497
464
$399K 0.02%
+4,619
465
$394K 0.02%
+8,163
466
$392K 0.02%
+1,777
467
$392K 0.02%
13,411
+856
468
$391K 0.02%
+3,899
469
$391K 0.02%
+2,691
470
$391K 0.02%
12,119
-3,081
471
$391K 0.02%
+5,114
472
$389K 0.02%
+4,964
473
$388K 0.02%
+16,365
474
$385K 0.02%
+3,484
475
$385K 0.02%
18,068
+142
17 18
19
20 21