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
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.42%
46,288
-1,356
52
$2.23M 0.42%
15,463
+1,192
53
$2.19M 0.41%
29,859
+408
54
$2.17M 0.41%
72,540
-2,370
55
$2.17M 0.41%
19,586
+4,899
56
$2M 0.38%
18,078
+2,151
57
$1.98M 0.37%
37,078
-1,220
58
$1.96M 0.37%
23,574
-1,277
59
$1.95M 0.37%
29,675
+1,514
60
$1.93M 0.36%
17,477
+2,979
61
$1.92M 0.36%
8,051
+386
62
$1.92M 0.36%
7,204
-297
63
$1.91M 0.36%
24,377
+96
64
$1.89M 0.36%
85,816
+12,509
65
$1.87M 0.35%
17,298
-190
66
$1.87M 0.35%
23,725
+1,410
67
$1.83M 0.34%
32,636
+324
68
$1.82M 0.34%
10,859
+827
69
$1.8M 0.34%
37,979
+1,781
70
$1.78M 0.34%
7,303
-8,194
71
$1.74M 0.33%
8,375
-1,036
72
$1.7M 0.32%
40,571
-618
73
$1.68M 0.32%
68,419
+2,343
74
$1.63M 0.31%
14,547
-118
75
$1.61M 0.3%
13,803
+1,795
1 2
3
4 5