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
101
$1.3M 0.23%
120,766
+21,358
102
$1.28M 0.23%
8,573
+2,535
103
$1.27M 0.23%
9,734
+4,180
104
$1.25M 0.23%
33,930
-300
105
$1.24M 0.22%
22,714
+6,962
106
$1.24M 0.22%
52,417
+18,275
107
$1.24M 0.22%
39,200
+2,540
108
$1.22M 0.22%
5,384
-38
109
$1.21M 0.22%
17,417
-13
110
$1.21M 0.22%
7,859
-160
111
$1.2M 0.22%
14,568
-1,712
112
$1.2M 0.22%
30,718
+1,514
113
$1.19M 0.22%
13,012
+941
114
$1.18M 0.21%
61,084
115
$1.17M 0.21%
20,585
+1,198
116
$1.17M 0.21%
16,540
+1,120
117
$1.17M 0.21%
43,641
+1,099
118
$1.14M 0.2%
9,475
-191
119
$1.12M 0.2%
15,396
-326
120
$1.11M 0.2%
7,714
+561
121
$1.11M 0.2%
9,034
-364
122
$1.08M 0.19%
41,844
-3,835
123
$1.07M 0.19%
13,211
+5
124
$1.07M 0.19%
12,086
+2,815
125
$1.05M 0.19%
25,510
-3,782
3 4
5
6 7