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
101
$2.45M 0.22%
20,589
-6,670
102
$2.44M 0.22%
43,387
-710
103
$2.41M 0.22%
38,754
+1,873
104
$2.4M 0.22%
16,753
+5,318
105
$2.4M 0.22%
62,253
+7,690
106
$2.35M 0.21%
24,330
+1,858
107
$2.28M 0.21%
4,512
+1,776
108
$2.28M 0.21%
27,808
+1,946
109
$2.27M 0.21%
24,454
-1,783
110
$2.26M 0.21%
8,771
+382
111
$2.25M 0.2%
16,689
+4,513
112
$2.21M 0.2%
22,938
+3,158
113
$2.07M 0.19%
22,736
+9,379
114
$2.06M 0.19%
170,100
+38,430
115
$2.05M 0.19%
12,579
+464
116
$2.05M 0.19%
17,241
-1,409
117
$2.03M 0.18%
+41,696
118
$2.03M 0.18%
28,552
+18,009
119
$2M 0.18%
46,392
+4,182
120
$1.99M 0.18%
62,037
+768
121
$1.99M 0.18%
9,258
+677
122
$1.95M 0.18%
17,382
+753
123
$1.95M 0.18%
21,329
+2,077
124
$1.94M 0.18%
+66,445
125
$1.92M 0.17%
10,583
+671
3 4
5
6 7