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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.16M 0.67%
51,498
-12,879
27
$7.1M 0.66%
17,277
-1,607
28
$6.95M 0.65%
45,157
-1,810
29
$6.94M 0.65%
34,270
+24,475
30
$6.81M 0.64%
254,226
+1,592
31
$6.53M 0.61%
89,758
-2,437
32
$6.53M 0.61%
138,314
-349
33
$6.45M 0.6%
20,880
-331
34
$6.36M 0.59%
217,320
+9,277
35
$6.24M 0.58%
43,164
+38,130
36
$6.23M 0.58%
31,175
+4,064
37
$6.18M 0.58%
63,877
+796
38
$6.05M 0.57%
148,585
-4,289
39
$5.99M 0.56%
247,653
+13,265
40
$5.75M 0.54%
184,041
+17,898
41
$5.52M 0.52%
104,392
-178
42
$5.34M 0.5%
76,773
+6,430
43
$5.18M 0.48%
76,513
+4,094
44
$5.17M 0.48%
13,424
-1,232
45
$5.14M 0.48%
46,909
+841
46
$5.1M 0.48%
43,487
-11,321
47
$5.04M 0.47%
17,078
-78
48
$4.99M 0.47%
113,875
+2,621
49
$4.98M 0.47%
61,814
+3,711
50
$4.98M 0.47%
71,811
+2,881
1
2
3 4 5