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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.46%
70,632
+9,473
52
$2.57M 0.46%
+115,654
53
$2.56M 0.46%
64,146
-14,619
54
$2.46M 0.44%
52,864
+924
55
$2.4M 0.43%
21,505
+1,652
56
$2.36M 0.43%
12,301
+767
57
$2.27M 0.41%
16,170
+71
58
$2.27M 0.41%
41,781
+10,164
59
$2.27M 0.41%
34,867
+2,454
60
$2.26M 0.41%
24,060
+2,660
61
$2.26M 0.41%
19,556
+867
62
$2.19M 0.39%
16,173
+774
63
$2.1M 0.38%
28,244
+2,166
64
$2.1M 0.38%
8,951
+50
65
$2.03M 0.37%
63,238
-6,970
66
$2.01M 0.36%
20,112
-4,938
67
$1.93M 0.35%
83,514
-10,896
68
$1.91M 0.34%
39,456
+29,456
69
$1.9M 0.34%
31,689
+385
70
$1.87M 0.34%
26,674
+1,155
71
$1.84M 0.33%
36,207
+28,045
72
$1.84M 0.33%
45,980
-621
73
$1.81M 0.33%
71,712
+12,546
74
$1.78M 0.32%
7,531
+18
75
$1.77M 0.32%
29,513
-3,692
1 2
3
4 5