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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
676
$260K 0.01%
+1,567
677
$259K 0.01%
7,086
-106
678
$257K 0.01%
4,367
-2,061
679
$256K 0.01%
+8,919
680
$256K 0.01%
6,719
-615
681
$251K 0.01%
3,047
+38
682
$250K 0.01%
9,033
+1,035
683
$249K 0.01%
3,681
-66
684
$248K 0.01%
6,127
685
$247K 0.01%
5,648
-770
686
$246K 0.01%
4,092
687
$245K 0.01%
3,674
-369
688
$245K 0.01%
3,808
+11
689
$244K 0.01%
2,928
+5
690
$244K 0.01%
6,013
-124
691
$243K 0.01%
4,095
+12
692
$243K 0.01%
+2,651
693
$243K 0.01%
5,338
+32
694
$242K 0.01%
542
-2
695
$241K 0.01%
2,534
+37
696
$239K 0.01%
+3,214
697
$239K 0.01%
+9,550
698
$237K 0.01%
8,096
+80
699
$236K 0.01%
+6,256
700
$234K 0.01%
639
+1
26 27
28
29 30