IA
IFG Advisory Portfolio holdings
AUM
$1.99B
1-Year Return
16.06%
This Quarter Return
+7.46%
1 Year Return
+16.06%
3 Year Return
+51.15%
5 Year Return
+88.14%
10 Year Return
–
AUM
$1.34B
AUM Growth
-$23.8M
(-1.7%)
Cap. Flow
-$108M
Cap. Flow
% of AUM
-8.08%
Top 10 Holdings %
Top 10 Hldgs %
23.35%
Holding
599
New
24
Increased
169
Reduced
159
Closed
234
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$13.2M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$12.7M |
| 3 |
Invesco S&P 500 GARP ETF
SPGP
|
$11.4M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$5.17M |
| 5 |
Commerce Bancshares
CBSH
|
$5.1M |
Top Sells
Sector Composition
| 1 | Technology | 7.81% |
| 2 | Financials | 6.72% |
| 3 | Consumer Discretionary | 4.94% |
| 4 | Industrials | 2.62% |
| 5 | Healthcare | 2.07% |
