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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.75M 0.43%
28,814
+6,177
52
$4.75M 0.43%
15,457
+454
53
$4.55M 0.41%
107,693
+1,138
54
$4.51M 0.41%
21,457
+4,300
55
$4.38M 0.4%
25,661
+17,416
56
$4.26M 0.39%
112,181
+48,533
57
$4.21M 0.38%
19,675
+3,675
58
$4.17M 0.38%
162,521
+149,876
59
$4.04M 0.37%
160,746
+9,928
60
$3.98M 0.36%
35,675
-11,712
61
$3.98M 0.36%
102,255
-74,041
62
$3.89M 0.35%
175,623
+7,158
63
$3.85M 0.35%
68,982
+39,072
64
$3.82M 0.35%
+59,430
65
$3.82M 0.35%
28,484
+7,186
66
$3.78M 0.34%
26,597
-1,089
67
$3.71M 0.34%
38,878
+2,270
68
$3.66M 0.33%
61,754
+52,453
69
$3.51M 0.32%
48,222
-1,077
70
$3.41M 0.31%
60,912
+11,979
71
$3.39M 0.31%
42,734
+5,377
72
$3.31M 0.3%
108,940
-44,218
73
$3.28M 0.3%
27,062
-491
74
$3.22M 0.29%
73,578
+15,691
75
$3.18M 0.29%
19,487
+3,589
1 2
3
4 5