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
101
$2.55M 0.24%
27,432
+4,135
102
$2.54M 0.24%
16,405
+656
103
$2.53M 0.24%
31,433
+12,677
104
$2.47M 0.23%
62,478
+9,645
105
$2.46M 0.23%
50,614
-1,538
106
$2.46M 0.23%
39,351
-12,515
107
$2.4M 0.22%
15,886
-454
108
$2.38M 0.22%
51,614
+14,697
109
$2.36M 0.22%
35,319
+11,426
110
$2.35M 0.22%
22,589
+762
111
$2.35M 0.22%
46,677
+10,413
112
$2.34M 0.22%
62,466
+795
113
$2.32M 0.22%
14,598
+1,664
114
$2.31M 0.22%
9,537
+1,533
115
$2.29M 0.21%
27,596
+492
116
$2.28M 0.21%
60,203
+4,456
117
$2.27M 0.21%
68,880
+3,065
118
$2.24M 0.21%
45,446
+7,702
119
$2.24M 0.21%
40,924
+3,079
120
$2.24M 0.21%
110,115
+7,408
121
$2.2M 0.21%
20,725
-3,796
122
$2.2M 0.21%
11,339
+365
123
$2.2M 0.21%
19,189
+1,061
124
$2.19M 0.2%
60,783
+3,247
125
$2.14M 0.2%
65,360
+3,985
3 4
5
6 7