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
$1.19B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.96M
3
+$5.87M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.82M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$4.23M

Top Sells

1
+$11.4M
2
+$7.43M
3
+$6.41M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$4.79M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.72M

Sector Composition

1 Technology 7.81%
2 Financials 6.34%
3 Consumer Discretionary 4.21%
4 Healthcare 3.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$246K 0.02%
+2,831
477
$242K 0.02%
+1,737
478
$240K 0.02%
+4,574
479
$240K 0.02%
+2,083
480
$240K 0.02%
+4,024
481
$239K 0.02%
+9,677
482
$239K 0.02%
+4,630
483
$238K 0.02%
+1,329
484
$238K 0.02%
+1,705
485
$236K 0.02%
+3,745
486
$235K 0.02%
34,128
+7,323
487
$233K 0.02%
+2,176
488
$229K 0.02%
+5,611
489
$229K 0.02%
+5,842
490
$229K 0.02%
+643
491
$228K 0.02%
6,918
-64,352
492
$228K 0.02%
+5,376
493
$227K 0.02%
+609
494
$226K 0.02%
+6,109
495
$224K 0.02%
+4,480
496
$224K 0.02%
+2,577
497
$224K 0.02%
+1,709
498
$223K 0.02%
11,444
+24
499
$222K 0.02%
10,658
-28,903
500
$221K 0.02%
4,470
-6,551
18 19
20
21 22