IA

IFG Advisory Portfolio holdings

AUM $1.99B
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.35M
3
+$3.29M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
HD icon
Home Depot
HD
+$1.7M

Top Sells

1
+$6.94M
2
+$5.77M
3
+$3.48M
4
TREE icon
LendingTree
TREE
+$1.63M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.53M

Sector Composition

1 Healthcare 7.82%
2 Technology 6.78%
3 Financials 6.4%
4 Industrials 4.52%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.3%
8,465
-287
77
$1.35M 0.3%
21,669
+2,744
78
$1.34M 0.3%
39,874
-1,615
79
$1.3M 0.29%
20,934
-491
80
$1.29M 0.29%
+71,610
81
$1.29M 0.29%
15,992
+730
82
$1.25M 0.28%
13,397
-1,550
83
$1.23M 0.27%
10,264
+579
84
$1.21M 0.27%
54,929
+9,927
85
$1.19M 0.26%
11,847
+1,227
86
$1.16M 0.26%
47,192
-145
87
$1.15M 0.26%
7,502
-243
88
$1.15M 0.26%
10,281
-605
89
$1.13M 0.25%
20,334
+2,810
90
$1.13M 0.25%
7,335
-318
91
$1.11M 0.25%
+45,287
92
$1.11M 0.25%
14,300
+439
93
$1.09M 0.24%
24,267
+2,046
94
$1.09M 0.24%
10,454
+644
95
$1.07M 0.24%
11,559
+910
96
$1.06M 0.24%
20,462
-243
97
$1.06M 0.24%
9,488
-1,498
98
$1.05M 0.23%
8,184
-57
99
$1.05M 0.23%
11,944
+2,216
100
$1.03M 0.23%
13,683
-1,210
2 3
4
5 6