IA
IFG Advisory Portfolio holdings
AUM
$1.99B
1-Year Est. Return
16.06%
1 Year Est. Return
+16.06%
AUM
$1.8B
AUM Growth
+$36.6M
(+2.1%)
Holding
728
Top Buys
| 1 | +$4.48M | |
| 2 | +$3.6M | |
| 3 | +$3.06M | |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
+$2.95M |
| 5 |
Dimensional International Small Cap Value ETF
DISV
|
+$2.82M |
Top Sells
| 1 | +$4.7M | |
| 2 | +$3.74M | |
| 3 | +$3.52M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.78M |
| 5 |
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
SPDR S&P Biotech ETF
XBI
$6.28B
| – | – |
-2,954
|
|
||
727
iShares Future Exponential Technologies ETF
XT
$3.82B
| – | – |
-3,375
|
|