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
576
$254K 0.01%
+10,991
577
$253K 0.01%
+11,101
578
$252K 0.01%
+211
579
$251K 0.01%
+400
580
$251K 0.01%
+1,032
581
$250K 0.01%
+2,527
582
$247K 0.01%
+4,076
583
$246K 0.01%
+525
584
$244K 0.01%
+1,775
585
$244K 0.01%
+2,055
586
$243K 0.01%
+6,330
587
$243K 0.01%
+1,047
588
$243K 0.01%
+9,842
589
$242K 0.01%
+8,851
590
$242K 0.01%
+2,590
591
$242K 0.01%
+1,560
592
$240K 0.01%
+1,795
593
$240K 0.01%
+2,927
594
$240K 0.01%
+4,973
595
$239K 0.01%
+733
596
$239K 0.01%
+5,281
597
$238K 0.01%
+533
598
$238K 0.01%
+3,293
599
$238K 0.01%
11,771
+1,545
600
$237K 0.01%
+2,439