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
476
$220K 0.02%
3,524
+13
477
$219K 0.02%
+2,079
478
$216K 0.02%
7,605
+26
479
$216K 0.02%
+2,175
480
$213K 0.02%
+4,074
481
$212K 0.02%
+1,393
482
$211K 0.02%
+579
483
$211K 0.02%
15,000
484
$210K 0.02%
+4,191
485
$208K 0.02%
11,386
+33
486
$208K 0.02%
3,583
+403
487
$207K 0.02%
+2,229
488
$205K 0.02%
+7,004
489
$201K 0.02%
5,387
+246
490
$201K 0.02%
8,301
-1,176
491
$195K 0.02%
12,224
+512
492
$192K 0.02%
12,159
-5,289
493
$190K 0.02%
+14,740
494
$181K 0.02%
16,384
-541
495
$170K 0.02%
15,477
-2,550
496
$166K 0.02%
11,384
+65
497
$156K 0.01%
10,000
498
$133K 0.01%
19,046
+1
499
$105K 0.01%
12,413
500
$101K 0.01%
12,069
18 19
20
21 22