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
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.24%
22,845
+1,813
102
$1.26M 0.24%
65,946
-4,330
103
$1.26M 0.24%
8,371
+6
104
$1.25M 0.24%
16,235
+730
105
$1.21M 0.23%
9,857
+120
106
$1.18M 0.22%
13,623
+843
107
$1.14M 0.21%
6,998
-205
108
$1.12M 0.21%
10,636
+1,679
109
$1.12M 0.21%
10,455
-282
110
$1.12M 0.21%
13,690
+3,604
111
$1.1M 0.21%
7,122
+310
112
$1.1M 0.21%
3,105
+57
113
$1.07M 0.2%
93,104
+14,315
114
$1.05M 0.2%
6,561
+2,026
115
$1.04M 0.2%
6,131
-1,085
116
$1.04M 0.2%
8,031
-150
117
$1.01M 0.19%
7,785
+2,219
118
$1M 0.19%
9,211
+723
119
$994K 0.19%
6,599
-1,334
120
$987K 0.19%
+4,207
121
$963K 0.18%
21,884
+221
122
$954K 0.18%
22,768
-8,324
123
$950K 0.18%
44,274
+6,627
124
$949K 0.18%
11,764
-5,097
125
$928K 0.17%
10,039
+1,449
3 4
5
6 7