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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
576
$371K 0.02%
2,125
+263
577
$371K 0.02%
2,169
-83
578
$370K 0.02%
7,678
579
$362K 0.02%
+2,737
580
$361K 0.02%
2,587
+1
581
$360K 0.02%
16,307
582
$354K 0.02%
7,371
-52
583
$353K 0.02%
5,887
+35
584
$353K 0.02%
645
-11
585
$352K 0.02%
38,777
586
$352K 0.02%
4,590
587
$351K 0.02%
12,664
+3,938
588
$350K 0.02%
4,765
+65
589
$350K 0.02%
1,525
+13
590
$350K 0.02%
8,381
591
$348K 0.02%
7,574
+251
592
$348K 0.02%
+4,954
593
$347K 0.02%
11,238
-1,137
594
$346K 0.02%
+3,840
595
$345K 0.02%
1,694
-104
596
$345K 0.02%
+15,354
597
$344K 0.02%
7,925
+106
598
$344K 0.02%
+6,168
599
$344K 0.02%
+2,051
600
$342K 0.02%
6,446
-1,038
22 23
24
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