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
$1.76B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1 +$6.36M
2 +$6.28M
3 +$6.07M
4
QCOM icon
Qualcomm
QCOM
+$3.58M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$3.46M

Top Sells

1 +$11.8M
2 +$4.71M
3 +$2.94M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$2.68M
5
MCD icon
McDonald's
MCD
+$2.25M

Sector Composition

1 Technology 8.54%
2 Financials 6.73%
3 Consumer Discretionary 3.99%
4 Industrials 2.96%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$323K 0.02%
+948
527
$322K 0.02%
+5,509
528
$319K 0.02%
+3,020
529
$317K 0.02%
+1,689
530
$317K 0.02%
+6,632
531
$315K 0.02%
+40,081
532
$314K 0.02%
+1,049
533
$312K 0.02%
+2,477
534
$312K 0.02%
+2,783
535
$311K 0.02%
+595
536
$304K 0.02%
+2,171
537
$300K 0.02%
+5,872
538
$299K 0.02%
+1,487
539
$299K 0.02%
+7,377
540
$295K 0.02%
+5,477
541
$294K 0.02%
+2,503
542
$287K 0.02%
+659
543
$286K 0.02%
+1,195
544
$285K 0.02%
+2,678
545
$284K 0.02%
+233
546
$282K 0.02%
+9,730
547
$278K 0.02%
+1,339
548
$278K 0.02%
+3,814
549
$277K 0.02%
+571
550
$275K 0.02%
23,260
+3,055