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
$448M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.35M
3
+$3.29M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
HD icon
Home Depot
HD
+$1.7M

Top Sells

1
+$6.94M
2
+$5.77M
3
+$3.48M
4
TREE icon
LendingTree
TREE
+$1.63M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.53M

Sector Composition

1 Healthcare 7.82%
2 Technology 6.78%
3 Financials 6.4%
4 Industrials 4.52%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$800K 0.18%
5,510
-20
127
$792K 0.18%
5,628
+919
128
$788K 0.18%
7,158
+325
129
$776K 0.17%
9,244
-1,192
130
$769K 0.17%
8,438
+3,977
131
$749K 0.17%
41,143
+3,631
132
$724K 0.16%
3,279
+624
133
$716K 0.16%
5,704
+903
134
$714K 0.16%
15,866
+2,804
135
$700K 0.16%
6,919
+195
136
$690K 0.15%
+13,451
137
$685K 0.15%
15,210
+8,397
138
$674K 0.15%
20,128
+1,443
139
$671K 0.15%
3,561
+372
140
$664K 0.15%
4,799
+11
141
$663K 0.15%
5,638
+524
142
$662K 0.15%
+11,860
143
$658K 0.15%
4,091
-152
144
$652K 0.15%
6,238
+256
145
$646K 0.14%
13,756
-518
146
$642K 0.14%
14,042
+482
147
$632K 0.14%
8,701
+1,177
148
$623K 0.14%
2,110
-636
149
$622K 0.14%
4,225
+549
150
$622K 0.14%
38,117
-6,337
4 5
6
7 8