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IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$552K 0.03%
580
+6
477
$552K 0.03%
22,530
478
$545K 0.02%
1,715
+6
479
$542K 0.02%
2,291
+449
480
$531K 0.02%
8,392
+947
481
$530K 0.02%
22,933
+4,053
482
$529K 0.02%
20,822
+62
483
$529K 0.02%
5,679
-452
484
$529K 0.02%
6,127
+1,044
485
$524K 0.02%
22,499
+539
486
$520K 0.02%
2,623
+404
487
$518K 0.02%
9,591
+2
488
$510K 0.02%
9,574
+1,155
489
$506K 0.02%
11,508
-9,215
490
$503K 0.02%
9,657
-660
491
$502K 0.02%
72,660
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492
$497K 0.02%
6,543
493
$496K 0.02%
+19,598
494
$489K 0.02%
5,475
-232
495
$487K 0.02%
20,548
+5
496
$486K 0.02%
15,501
+646
497
$486K 0.02%
10,120
-69
498
$484K 0.02%
2,702
+39
499
$484K 0.02%
21,159
+551
500
$481K 0.02%
2,230
-102
18 19
20
21 22