IA

IFG Advisory Portfolio holdings

AUM $2.2B
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Sells

1 +$4.7M
2 +$3.74M
3 +$3.52M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.78M
5
GVAL icon
Cambria Global Value ETF
GVAL
+$2.55M

Sector Composition

1 Technology 8.04%
2 Financials 6.86%
3 Consumer Discretionary 3.59%
4 Industrials 2.71%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-2,954
727
-3,375