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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$219K 0.02%
5,203
+311
477
$218K 0.02%
+9,152
478
$218K 0.02%
2,019
-114
479
$218K 0.02%
+10,722
480
$214K 0.02%
+2,739
481
$210K 0.02%
6,246
-718
482
$210K 0.02%
8,395
-642
483
$209K 0.02%
581
+25
484
$209K 0.02%
+4,770
485
$207K 0.02%
2,310
+1
486
$206K 0.02%
+3,665
487
$206K 0.02%
5,772
-30,218
488
$205K 0.02%
+3,601
489
$202K 0.02%
+4,930
490
$201K 0.02%
+2,223
491
$201K 0.02%
+745
492
$201K 0.02%
+858
493
$200K 0.02%
+1,956
494
$197K 0.02%
+11,815
495
$193K 0.02%
15,000
496
$190K 0.02%
16,588
+1,272
497
$186K 0.02%
16,483
+1,995
498
$185K 0.02%
13,741
+113
499
$174K 0.02%
17,944
+2,013
500
$161K 0.01%
+809,809
18 19
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