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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.97M 0.47%
19,942
-247
52
$4.87M 0.46%
181,174
+21,314
53
$4.78M 0.45%
196,029
-6,357
54
$4.73M 0.44%
38,248
-25
55
$4.69M 0.44%
78,755
+8,423
56
$4.66M 0.44%
103,917
+2,203
57
$4.63M 0.43%
49,127
-428
58
$4.56M 0.43%
90,623
-3,658
59
$4.53M 0.42%
116,359
+3,426
60
$4.45M 0.42%
60,455
+1,910
61
$4.38M 0.41%
89,172
+3,291
62
$4.27M 0.4%
17,480
-690
63
$4.11M 0.38%
127,698
+4,107
64
$4.09M 0.38%
39,589
-5,796
65
$3.94M 0.37%
142,010
+640
66
$3.91M 0.37%
24,526
+2,084
67
$3.88M 0.36%
38,321
+5,882
68
$3.86M 0.36%
26,196
-16
69
$3.83M 0.36%
59,660
+1,750
70
$3.78M 0.35%
86,116
+25,323
71
$3.78M 0.35%
41,752
+292
72
$3.6M 0.34%
138,167
+13,702
73
$3.58M 0.34%
68,559
+3,908
74
$3.43M 0.32%
26,323
+2,613
75
$3.38M 0.32%
12,102
+297
1 2
3
4 5