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
$448M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.35M
3
+$3.29M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
HD icon
Home Depot
HD
+$1.7M

Top Sells

1
+$6.94M
2
+$5.77M
3
+$3.48M
4
TREE icon
LendingTree
TREE
+$1.63M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.53M

Sector Composition

1 Healthcare 7.82%
2 Technology 6.78%
3 Financials 6.4%
4 Industrials 4.52%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.73%
+44,234
27
$3.21M 0.71%
34,879
-2,081
28
$3.07M 0.68%
25,358
+976
29
$3.06M 0.68%
102,234
-45,658
30
$3.01M 0.67%
31,835
-3,924
31
$3M 0.67%
23,438
-432
32
$2.95M 0.66%
72,536
+2,836
33
$2.73M 0.61%
45,552
-295
34
$2.7M 0.6%
15,807
+230
35
$2.62M 0.58%
68,427
-5,131
36
$2.57M 0.57%
58,828
-3,040
37
$2.56M 0.57%
32,670
-505
38
$2.38M 0.53%
54,884
+2,947
39
$2.36M 0.52%
52,818
+1,659
40
$2.3M 0.51%
18,014
+603
41
$2.22M 0.49%
27,263
-966
42
$2.21M 0.49%
27,854
+515
43
$2.18M 0.48%
109,331
+6,972
44
$2.18M 0.48%
75,086
+4,087
45
$2.14M 0.48%
29,600
+140
46
$2.12M 0.47%
49,443
-9,970
47
$2.1M 0.47%
14,306
+1,055
48
$2.09M 0.46%
6,364
+1,192
49
$2.05M 0.46%
69,111
+3,531
50
$2.05M 0.45%
14,424
+395
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