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IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$616K 0.03%
+7,639
452
$614K 0.03%
11,661
+5,912
453
$607K 0.03%
19,232
+436
454
$605K 0.03%
14,130
+8,737
455
$599K 0.03%
8,142
+2,911
456
$598K 0.03%
4,141
+1,156
457
$597K 0.03%
6,110
-1,876
458
$596K 0.03%
7,933
+3,062
459
$588K 0.03%
4,483
+1
460
$584K 0.03%
17,568
-30
461
$584K 0.03%
2,941
+91
462
$582K 0.03%
4,399
-965
463
$582K 0.03%
20,986
+5,773
464
$576K 0.03%
3,811
-27
465
$574K 0.03%
5,859
-5,015
466
$566K 0.03%
5,743
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467
$566K 0.03%
19,682
-26
468
$566K 0.03%
11,737
+186
469
$563K 0.03%
13,493
+48
470
$558K 0.03%
20,715
-2,695
471
$557K 0.03%
3,938
472
$556K 0.03%
2,345
+66
473
$555K 0.03%
16,529
-379
474
$553K 0.03%
1,286
+4
475
$553K 0.03%
1,859
-70
17 18
19
20 21