IA
IFG Advisory Portfolio holdings
AUM
$1.99B
1-Year Est. Return
16.06%
1 Year Est. Return
+16.06%
AUM
$1.99B
AUM Growth
+$190M
(+11%)
Holding
752
Top Buys
| 1 | +$8.83M | |
| 2 | +$7.66M | |
| 3 | +$6.02M | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.01M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$4.3M |
Top Sells
| 1 | +$6.02M | |
| 2 | +$5.5M | |
| 3 | +$5.5M | |
| 4 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$5.15M |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$3.42M |
Sector Composition
| 1 | Technology | 9.04% |
| 2 | Financials | 6.47% |
| 3 | Consumer Discretionary | 3.59% |
| 4 | Industrials | 2.82% |
| 5 | Consumer Staples | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Invesco S&P MidCap Value with Momentum ETF
XMVM
$291M
| – | – |
-4,495
|
|