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
576
$214K 0.01%
+910
577
$214K 0.01%
+4,601
578
$214K 0.01%
+2,203
579
$213K 0.01%
+14,740
580
$212K 0.01%
+4,500
581
$212K 0.01%
13,205
-2,962
582
$212K 0.01%
+2,609
583
$212K 0.01%
+3,915
584
$211K 0.01%
+7,694
585
$209K 0.01%
+1,791
586
$209K 0.01%
+3,511
587
$208K 0.01%
+132
588
$208K 0.01%
+10,901
589
$208K 0.01%
+2,268
590
$207K 0.01%
+7,937
591
$206K 0.01%
+2,383
592
$206K 0.01%
+2,935
593
$205K 0.01%
17,140
+87
594
$205K 0.01%
+733
595
$204K 0.01%
+4,587
596
$203K 0.01%
+742
597
$201K 0.01%
11,149
598
$201K 0.01%
+10,178
599
$201K 0.01%
+3,214
600
$201K 0.01%
+3,986
22 23
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