IA

IFG Advisory Portfolio holdings

AUM $2.2B
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.6M
3
+$3.06M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.95M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$2.82M

Top Sells

1
+$4.7M
2
+$3.74M
3
+$3.52M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.78M
5
GVAL icon
Cambria Global Value ETF
GVAL
+$2.55M

Sector Composition

1 Technology 8.04%
2 Financials 6.86%
3 Consumer Discretionary 3.59%
4 Industrials 2.71%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$408K 0.02%
13,236
+1,568
477
$406K 0.02%
5,294
-68
478
$406K 0.02%
3,089
-1,463
479
$406K 0.02%
2,903
-95
480
$405K 0.02%
8,069
+525
481
$404K 0.02%
3,488
+985
482
$403K 0.02%
18,028
-40
483
$403K 0.02%
4,717
+14
484
$403K 0.02%
4,004
+105
485
$402K 0.02%
830
486
$401K 0.02%
+12,381
487
$395K 0.02%
4,551
+536
488
$395K 0.02%
2,320
+6
489
$394K 0.02%
8,079
-760
490
$393K 0.02%
4,621
+2
491
$391K 0.02%
1,020
-37
492
$390K 0.02%
4,684
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493
$390K 0.02%
2,168
+22
494
$386K 0.02%
13,725
-2,466
495
$384K 0.02%
6,978
496
$384K 0.02%
10,240
+259
497
$382K 0.02%
18,835
498
$381K 0.02%
9,201
+86
499
$380K 0.02%
9,288
+2,958
500
$380K 0.02%
2,478
+1
18 19
20
21 22