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
526
$278K 0.02%
+7,370
527
$276K 0.02%
+1,956
528
$274K 0.02%
+4,356
529
$272K 0.02%
+6,335
530
$272K 0.02%
+1,011
531
$272K 0.02%
+5,543
532
$271K 0.02%
+226
533
$269K 0.02%
+2,778
534
$267K 0.02%
+3,564
535
$266K 0.02%
+2,007
536
$262K 0.02%
+6,189
537
$260K 0.02%
+673
538
$259K 0.02%
+394
539
$257K 0.02%
+2,467
540
$257K 0.02%
36,486
-2,764
541
$256K 0.02%
+5,574
542
$256K 0.02%
12,180
+614
543
$254K 0.02%
+323
544
$254K 0.02%
22,702
+1,296
545
$249K 0.02%
+1,652
546
$248K 0.02%
+4,191
547
$247K 0.02%
+439
548
$246K 0.02%
+2,310
549
$244K 0.02%
+8,827
550
$244K 0.02%
+1,605
20 21
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