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
501
$219K 0.02%
36,195
502
$216K 0.02%
+2,002
503
$216K 0.02%
+2,603
504
$214K 0.02%
+4,191
505
$213K 0.02%
+8,105
506
$213K 0.02%
+4,497
507
$212K 0.02%
+4,324
508
$211K 0.02%
+4,029
509
$209K 0.02%
+374
510
$209K 0.02%
27,016
+98
511
$208K 0.02%
+2,331
512
$208K 0.02%
20,090
513
$206K 0.02%
+5,507
514
$205K 0.02%
+776
515
$204K 0.02%
+4,133
516
$203K 0.02%
+4,375
517
$203K 0.02%
+9,547
518
$202K 0.02%
+1,975
519
$202K 0.02%
+4,734
520
$202K 0.02%
+2,460
521
$201K 0.02%
+1,660
522
$187K 0.02%
14,740
523
$186K 0.02%
11,248
+14
524
$182K 0.02%
12,392
+85
525
$164K 0.01%
17,344
+792
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