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IA

IFG Advisory Portfolio holdings

AUM $34.9M
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.24M
3
+$5.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.19M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.12M

Top Sells

1
+$6.54M
2
+$5.19M
3
+$4.47M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.83M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3.57M

Sector Composition

1 Technology 9.23%
2 Financials 5.88%
3 Consumer Discretionary 3.68%
4 Industrials 2.81%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$220K 0.01%
2,210
+6
727
$219K 0.01%
440
+1
728
$219K 0.01%
+6,892
729
$218K 0.01%
+6,289
730
$216K 0.01%
+4,500
731
$215K 0.01%
+5,418
732
$214K 0.01%
5,450
-278
733
$213K 0.01%
2,677
-224
734
$213K 0.01%
8,550
735
$213K 0.01%
+9,212
736
$213K 0.01%
+3,945
737
$211K 0.01%
+1,911
738
$211K 0.01%
+5,796
739
$210K 0.01%
+1,310
740
$209K 0.01%
3,296
+92
741
$208K 0.01%
+6,536
742
$208K 0.01%
+4,672
743
$208K 0.01%
10,342
744
$206K 0.01%
753
745
$205K 0.01%
10,155
-644
746
$205K 0.01%
+1,854
747
$204K 0.01%
+2,455
748
$203K 0.01%
16,500
-1,450
749
$202K 0.01%
747
-335
750
$201K 0.01%
12,410
-1,866
28 29
30
31 32