IA

IFG Advisory Portfolio holdings

AUM $2.29B
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$6.72M
3
+$5.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.51M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.11M

Top Sells

1
+$6.02M
2
+$5.44M
3
+$5.11M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$4.76M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$3.23M

Sector Composition

1 Technology 9.04%
2 Financials 6.47%
3 Consumer Discretionary 3.59%
4 Industrials 2.82%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$334K 0.02%
+4,871
577
$333K 0.02%
4,700
+216
578
$332K 0.02%
7,323
+124
579
$331K 0.02%
3,862
+5
580
$329K 0.02%
8,381
-461
581
$329K 0.02%
2,754
-46
582
$328K 0.02%
10,893
-270
583
$328K 0.02%
1,117
+54
584
$326K 0.02%
6,757
-1,990
585
$325K 0.02%
1,420
+118
586
$325K 0.02%
412
+25
587
$324K 0.02%
4,183
+130
588
$322K 0.02%
5,728
+178
589
$322K 0.02%
6,721
+1,885
590
$320K 0.02%
22,925
-8,348
591
$319K 0.02%
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592
$318K 0.02%
1,738
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593
$318K 0.02%
12,532
-2,663
594
$314K 0.02%
32,297
+7,559
595
$314K 0.02%
1,525
+30
596
$313K 0.02%
610
+24
597
$312K 0.02%
1,072
+102
598
$312K 0.02%
5,512
+17
599
$311K 0.02%
+888
600
$309K 0.02%
8,145
-9,613
22 23
24
25 26