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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$317K 0.02%
+1,101
502
$316K 0.02%
+14,169
503
$316K 0.02%
+1,264
504
$315K 0.02%
13,226
+1,794
505
$312K 0.02%
+2,587
506
$311K 0.02%
+2,355
507
$311K 0.02%
20,968
-14,620
508
$310K 0.02%
+3,029
509
$309K 0.02%
+5,716
510
$309K 0.02%
+2,985
511
$305K 0.02%
+3,898
512
$302K 0.02%
+6,328
513
$301K 0.02%
+9,743
514
$299K 0.02%
+3,412
515
$299K 0.02%
+7,233
516
$296K 0.02%
+2,010
517
$296K 0.02%
+5,657
518
$289K 0.02%
+1,486
519
$288K 0.02%
+10,760
520
$287K 0.02%
+3,011
521
$287K 0.02%
13,609
-1,642
522
$285K 0.02%
+1,875
523
$283K 0.02%
+6,538
524
$278K 0.02%
+8,993
525
$278K 0.02%
+637
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