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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.32%
31,257
-1,505
77
$1.73M 0.31%
31,295
+999
78
$1.7M 0.31%
12,846
+379
79
$1.68M 0.3%
14,079
+512
80
$1.68M 0.3%
6,493
+592
81
$1.68M 0.3%
18,773
+2,778
82
$1.65M 0.3%
45,818
-22
83
$1.62M 0.29%
56,224
-370
84
$1.62M 0.29%
9,791
+113
85
$1.61M 0.29%
25,924
+2,179
86
$1.6M 0.29%
25,922
+640
87
$1.56M 0.28%
30,114
-2,873
88
$1.52M 0.27%
35,185
-515
89
$1.51M 0.27%
8,212
+1,084
90
$1.49M 0.27%
80,645
-12,111
91
$1.46M 0.26%
26,144
-172
92
$1.46M 0.26%
15,354
+741
93
$1.45M 0.26%
23,463
-4,748
94
$1.44M 0.26%
21,722
-8,796
95
$1.44M 0.26%
18,021
+1,023
96
$1.43M 0.26%
11,666
+453
97
$1.4M 0.25%
13,368
+2,637
98
$1.36M 0.24%
13,471
+676
99
$1.32M 0.24%
23,210
+1,725
100
$1.31M 0.24%
42,125
+88
2 3
4
5 6