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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
551
$399K 0.02%
2,936
+182
552
$398K 0.02%
27,962
553
$395K 0.02%
1,121
+6
554
$395K 0.02%
13,966
+331
555
$395K 0.02%
8,297
-51
556
$394K 0.02%
10,295
+37
557
$393K 0.02%
724
-35
558
$392K 0.02%
11,118
+351
559
$391K 0.02%
7,659
+804
560
$390K 0.02%
+4,970
561
$387K 0.02%
4,718
-7,595
562
$386K 0.02%
4,327
563
$385K 0.02%
+11,297
564
$385K 0.02%
3,076
+56
565
$382K 0.02%
621
+126
566
$381K 0.02%
5,121
-1,417
567
$381K 0.02%
35,063
+2,766
568
$378K 0.02%
+2,397
569
$377K 0.02%
14,777
+2,245
570
$377K 0.02%
1,376
571
$376K 0.02%
7,494
+742
572
$376K 0.02%
7,764
+1,043
573
$376K 0.02%
17,327
+273
574
$374K 0.02%
4,548
+55
575
$373K 0.02%
3,940
+820
21 22
23
24 25