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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
$1.76B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.27M
3
+$6.17M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$6.05M
5
QCOM icon
Qualcomm
QCOM
+$3.82M

Top Sells

1
+$11.8M
2
+$4.71M
3
+$2.94M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$2.7M
5
MCD icon
McDonald's
MCD
+$2.31M

Sector Composition

1 Technology 8.54%
2 Financials 6.73%
3 Consumer Discretionary 3.99%
4 Industrials 2.96%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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677
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678
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-10,452
679
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-10,063
680
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-14,754
681
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-36,195
682
– –
-11,628
683
– –
-11,117
684
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-10,760
685
– –
-12,134
686
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-11,588
687
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-196,296
688
– –
-50,000
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