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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
651
$282K 0.01%
1,267
+2
652
$281K 0.01%
7,044
-39,340
653
$280K 0.01%
1,526
+121
654
$280K 0.01%
5,595
-8,160
655
$279K 0.01%
2,604
+14
656
$276K 0.01%
3,691
657
$275K 0.01%
402
-10
658
$274K 0.01%
+8,912
659
$272K 0.01%
2,913
+282
660
$272K 0.01%
3,254
-76
661
$272K 0.01%
3,650
662
$272K 0.01%
4,273
+650
663
$272K 0.01%
1,075
664
$272K 0.01%
+10,755
665
$271K 0.01%
1,746
+146
666
$271K 0.01%
570
+21
667
$270K 0.01%
810
668
$269K 0.01%
218
669
$269K 0.01%
1,809
670
$268K 0.01%
+12,760
671
$267K 0.01%
4,184
+100
672
$266K 0.01%
2,685
+12
673
$265K 0.01%
5,941
674
$262K 0.01%
7,980
+449
675
$261K 0.01%
1,420
-105
25 26
27
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