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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.31%
82,004
+8,126
77
$3.35M 0.31%
45,098
+8,098
78
$3.12M 0.29%
175,024
+18,588
79
$3.12M 0.29%
70,150
+2,001
80
$3.11M 0.29%
31,978
+861
81
$3.09M 0.29%
49,801
-1,133
82
$3.07M 0.29%
17,231
-422
83
$3.07M 0.29%
16,413
-186
84
$3.01M 0.28%
35,718
+2,857
85
$2.88M 0.27%
47,151
-1,357
86
$2.87M 0.27%
29,333
+726
87
$2.84M 0.27%
+33,166
88
$2.75M 0.26%
21,254
-4,712
89
$2.73M 0.26%
66,931
+4,273
90
$2.73M 0.26%
42,299
-327
91
$2.71M 0.25%
9,495
+425
92
$2.7M 0.25%
+138,249
93
$2.69M 0.25%
59,749
+17,461
94
$2.69M 0.25%
20,508
+112
95
$2.65M 0.25%
26,210
+1,549
96
$2.65M 0.25%
27,474
+2,835
97
$2.65M 0.25%
77,912
+3,058
98
$2.64M 0.25%
5,755
-423
99
$2.63M 0.25%
17,719
-971
100
$2.57M 0.24%
13,011
+475
2 3
4
5 6