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IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$436K 0.02%
25,638
+954
527
$434K 0.02%
6,978
528
$434K 0.02%
6,199
+576
529
$433K 0.02%
4,153
530
$431K 0.02%
1,311
-60
531
$431K 0.02%
1,584
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532
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8,644
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533
$425K 0.02%
4,435
-65
534
$425K 0.02%
21,027
535
$425K 0.02%
4,974
+1,743
536
$423K 0.02%
8,969
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537
$421K 0.02%
4,200
538
$419K 0.02%
+7,367
539
$419K 0.02%
1,613
-17
540
$418K 0.02%
5,050
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541
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+12,698
542
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543
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17,030
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544
$409K 0.02%
5,927
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545
$408K 0.02%
830
546
$404K 0.02%
8,174
+105
547
$400K 0.02%
5,313
+152
548
$400K 0.02%
2,448
+470
549
$400K 0.02%
10,893
550
$399K 0.02%
9,822
+368
20 21
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