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
551
$275K 0.02%
+4,191
552
$274K 0.02%
+3,615
553
$273K 0.02%
+1,956
554
$273K 0.02%
+5,043
555
$272K 0.02%
+1,889
556
$271K 0.02%
+5,000
557
$271K 0.02%
+2,016
558
$270K 0.02%
+1,827
559
$268K 0.02%
20,123
+8,483
560
$267K 0.02%
11,230
561
$266K 0.02%
+2,954
562
$265K 0.02%
+8,218
563
$264K 0.01%
+2,649
564
$263K 0.01%
+1,627
565
$263K 0.01%
+1,032
566
$262K 0.01%
+4,618
567
$261K 0.01%
+4,211
568
$260K 0.01%
+7,666
569
$259K 0.01%
+4,203
570
$259K 0.01%
38,996
+1,365
571
$258K 0.01%
+2,600
572
$258K 0.01%
+2,178
573
$257K 0.01%
+772
574
$256K 0.01%
19,090
575
$256K 0.01%
+4,239
21 22
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