IA
IFG Advisory Portfolio holdings
AUM $1.8B
AUM
$1.8B
AUM Growth
+$36.6M (+2%)
Cap. Flow
+$73.6M
Cap. Flow % of AUM
4.09%
Top 10 Holdings %Top 10 Hldgs %
18.91%
Holding
728
New
56
Increased
362
Reduced
194
Closed
54
Top Buys
| 1 | $4.48M | |
| 2 | $3.6M | |
| 3 | $3.06M | |
| 4 | $2.95M | |
| 5 | $2.82M |
Top Sells
| 1 | $4.7M | |
| 2 | $3.74M | |
| 3 | $3.52M | |
| 4 | $2.78M | |
| 5 | $2.55M |
Sector Composition
| 1 | Technology | 8.04% |
| 2 | Financials | 6.86% |
| 3 | Consumer Discretionary | 3.56% |
| 4 | Industrials | 2.74% |
| 5 | Healthcare | 2.52% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -10,927 | Closed | – | |||
| $0 | 0% | 0 -15,000 | Closed | – |
