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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
701
$233K 0.01%
1,360
-200
702
$233K 0.01%
+3,416
703
$232K 0.01%
1,298
-1,724
704
$232K 0.01%
10,755
-581
705
$232K 0.01%
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706
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+3,512
707
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14,285
-131
708
$231K 0.01%
121
709
$231K 0.01%
3,933
-270
710
$230K 0.01%
8,898
+27
711
$230K 0.01%
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712
$230K 0.01%
4,893
713
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2,207
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714
$229K 0.01%
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715
$228K 0.01%
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716
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717
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718
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719
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7,937
720
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721
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+1,102
722
$221K 0.01%
+3,157
723
$221K 0.01%
1,888
+5
724
$220K 0.01%
2,700
725
$220K 0.01%
3,528
-65
27 28
29
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