We are live on ! Find out more
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
626
$309K 0.01%
19,654
627
$308K 0.01%
1,396
-24
628
$307K 0.01%
6,677
+710
629
$307K 0.01%
240
630
$306K 0.01%
1,061
-56
631
$306K 0.01%
3,921
-262
632
$305K 0.01%
2,005
+4
633
$305K 0.01%
4,688
-23,048
634
$305K 0.01%
4,174
-1,267
635
$304K 0.01%
6,916
636
$303K 0.01%
1,815
+77
637
$302K 0.01%
612
+2
638
$301K 0.01%
16,156
-470
639
$298K 0.01%
489
+23
640
$296K 0.01%
+4,080
641
$294K 0.01%
1,292
-393
642
$293K 0.01%
35,685
+696
643
$291K 0.01%
1,136
+355
644
$288K 0.01%
3,551
+321
645
$287K 0.01%
+10,833
646
$285K 0.01%
6,217
-37
647
$285K 0.01%
+3,559
648
$284K 0.01%
1,099
+160
649
$283K 0.01%
2,209
-93
650
$282K 0.01%
2,822
+672
24 25
26
27 28