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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
601
$341K 0.02%
4,338
+197
602
$340K 0.02%
8,587
+442
603
$338K 0.02%
5,526
+14
604
$337K 0.02%
+12,621
605
$336K 0.02%
3,024
-36
606
$336K 0.02%
2,142
-190
607
$336K 0.02%
2,996
+188
608
$335K 0.02%
3,688
-45
609
$332K 0.02%
983
+95
610
$331K 0.02%
11,860
+572
611
$330K 0.02%
4,105
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612
$330K 0.02%
+6,092
613
$330K 0.02%
3,060
+195
614
$329K 0.01%
+4,537
615
$327K 0.01%
2,600
-378
616
$326K 0.01%
6,766
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617
$324K 0.01%
1,725
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$321K 0.01%
1,083
+1
619
$320K 0.01%
1,297
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620
$320K 0.01%
6,508
-3,904
621
$320K 0.01%
13,941
+2,728
622
$318K 0.01%
23,548
+623
623
$316K 0.01%
2,358
-535
624
$316K 0.01%
11,365
+1,029
625
$312K 0.01%
2,774
+264
23 24
25
26 27