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
$1.76B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$6.28M
3
+$6.07M
4
QCOM icon
Qualcomm
QCOM
+$3.58M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$3.46M

Top Sells

1
+$11.8M
2
+$4.71M
3
+$2.94M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$2.68M
5
MCD icon
McDonald's
MCD
+$2.25M

Sector Composition

1 Technology 8.54%
2 Financials 6.73%
3 Consumer Discretionary 3.99%
4 Industrials 2.96%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$385K 0.02%
+6,004
477
$385K 0.02%
+2,314
478
$382K 0.02%
12,000
-3,354
479
$381K 0.02%
+10,898
480
$377K 0.02%
+1,302
481
$374K 0.02%
+4,725
482
$373K 0.02%
+7,160
483
$373K 0.02%
+3,071
484
$371K 0.02%
+5,637
485
$370K 0.02%
+11,221
486
$369K 0.02%
20,240
+52
487
$369K 0.02%
+5,401
488
$367K 0.02%
18,835
-1,000
489
$364K 0.02%
+7,544
490
$363K 0.02%
+8,465
491
$362K 0.02%
+636
492
$361K 0.02%
+13,162
493
$359K 0.02%
+7,304
494
$359K 0.02%
+11,668
495
$357K 0.02%
+4,703
496
$356K 0.02%
9,981
-1,514
497
$356K 0.02%
+5,811
498
$354K 0.02%
+3,096
499
$352K 0.02%
+12,950
500
$350K 0.02%
+7,995
18 19
20
21 22