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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.16M 0.29%
38,045
+7,872
77
$3.12M 0.28%
29,860
+9,280
78
$3.09M 0.28%
35,918
+6,690
79
$3.04M 0.28%
48,122
+3,674
80
$3M 0.27%
+39,582
81
$2.97M 0.27%
11,189
+2,690
82
$2.94M 0.27%
70,146
+13,536
83
$2.9M 0.26%
71,853
+19,144
84
$2.89M 0.26%
72,241
+9,438
85
$2.86M 0.26%
12,387
+1,384
86
$2.84M 0.26%
17,351
+342
87
$2.79M 0.25%
48,272
-6,354
88
$2.77M 0.25%
56,825
+4,789
89
$2.77M 0.25%
49,880
+2,715
90
$2.74M 0.25%
78,494
-99,958
91
$2.73M 0.25%
34,100
+10,081
92
$2.69M 0.25%
18,156
+1,263
93
$2.68M 0.24%
114,289
+5,494
94
$2.64M 0.24%
31,910
-57
95
$2.62M 0.24%
69,531
+46,257
96
$2.59M 0.24%
20,495
+799
97
$2.55M 0.23%
57,390
+9,100
98
$2.53M 0.23%
69,445
+49,410
99
$2.52M 0.23%
26,313
+11,313
100
$2.51M 0.23%
64,583
+47,688
2 3
4
5 6