IA

IFG Advisory Portfolio holdings

AUM $1.99B
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.35M
3
+$3.29M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
HD icon
Home Depot
HD
+$1.7M

Top Sells

1
+$6.94M
2
+$5.77M
3
+$3.48M
4
TREE icon
LendingTree
TREE
+$1.63M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.53M

Sector Composition

1 Healthcare 7.82%
2 Technology 6.78%
3 Financials 6.4%
4 Industrials 4.52%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.44%
38,440
+4,260
52
$1.96M 0.44%
37,629
-250
53
$1.96M 0.43%
19,529
+1,635
54
$1.87M 0.42%
39,050
+145
55
$1.83M 0.41%
24,598
+3,585
56
$1.81M 0.4%
23,566
+1,154
57
$1.76M 0.39%
22,202
+141
58
$1.73M 0.38%
33,330
-1,082
59
$1.7M 0.38%
9,970
+451
60
$1.63M 0.36%
7,635
-998
61
$1.63M 0.36%
23,892
+38
62
$1.6M 0.36%
15,529
-502
63
$1.58M 0.35%
10,087
+8
64
$1.57M 0.35%
15,858
+246
65
$1.56M 0.35%
15,447
+1,227
66
$1.54M 0.34%
37,822
+6,026
67
$1.53M 0.34%
8,350
-11
68
$1.52M 0.34%
13,941
-642
69
$1.51M 0.34%
7,010
+704
70
$1.5M 0.33%
19,944
-897
71
$1.45M 0.32%
21,517
+842
72
$1.42M 0.32%
27,153
-240
73
$1.41M 0.31%
12,455
+1,347
74
$1.4M 0.31%
11,404
+4,316
75
$1.38M 0.31%
27,229
-1,501
1 2
3
4 5