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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 0.65%
12,945
+450
27
$3.58M 0.65%
30,318
+1,779
28
$3.56M 0.64%
42,677
-3,025
29
$3.55M 0.64%
155,594
+8,711
30
$3.5M 0.63%
51,221
+720
31
$3.49M 0.63%
67,266
+13,111
32
$3.45M 0.62%
27,896
+253
33
$3.44M 0.62%
24,030
-16
34
$3.35M 0.6%
10,805
+2,279
35
$3.34M 0.6%
33,991
+4,343
36
$3.31M 0.6%
133,963
+663
37
$3.29M 0.59%
18,438
+525
38
$3.26M 0.59%
38,927
-919
39
$3.26M 0.59%
10,051
-598
40
$3.21M 0.58%
23,280
-920
41
$3.16M 0.57%
9,770
+4
42
$3.14M 0.57%
15,519
-313
43
$3.12M 0.56%
56,717
+2,992
44
$2.98M 0.54%
66,609
+2,728
45
$2.95M 0.53%
25,196
+777
46
$2.73M 0.49%
29,880
+1,232
47
$2.69M 0.48%
88,955
+12,715
48
$2.67M 0.48%
26,813
+1,006
49
$2.58M 0.47%
18,046
+1,880
50
$2.58M 0.46%
57,733
+1,129
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