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
$1.03B
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$2.79M
4
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$1.74M
5
PM icon
Philip Morris
PM
+$1.54M

Top Sells

1
+$2.9M
2
+$2.73M
3
+$2.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
GIS icon
General Mills
GIS
+$1.62M

Sector Composition

1 Technology 7.37%
2 Financials 6.27%
3 Consumer Discretionary 4.05%
4 Healthcare 3.94%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.4M 0.23%
7,955
+267
102
$2.37M 0.23%
38,800
-1
103
$2.35M 0.23%
75,792
+11,434
104
$2.33M 0.23%
46,940
+8,012
105
$2.33M 0.23%
27,032
+169
106
$2.32M 0.23%
7,942
+33
107
$2.32M 0.23%
393
-2
108
$2.31M 0.22%
19,891
+3,269
109
$2.3M 0.22%
16,334
+372
110
$2.27M 0.22%
47,079
-1,014
111
$2.18M 0.21%
25,353
-82
112
$2.17M 0.21%
80,757
+4,107
113
$2.17M 0.21%
12,517
-71
114
$2.16M 0.21%
21,975
-3,036
115
$2.13M 0.21%
18,286
+386
116
$2.13M 0.21%
12,110
+344
117
$2.11M 0.21%
17,942
-2,733
118
$2.07M 0.2%
33,985
-250
119
$2.07M 0.2%
8,323
+118
120
$2.06M 0.2%
17,951
+47
121
$2.05M 0.2%
12,552
+679
122
$2.05M 0.2%
4,776
+2,641
123
$2.03M 0.2%
40,312
+7,239
124
$2.03M 0.2%
10,955
-962
125
$2.01M 0.2%
18,997
-478
3 4
5
6 7