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
126
$1.03M 0.19%
14,295
+2,655
127
$1.02M 0.18%
25,877
-1,626
128
$1.01M 0.18%
17,685
+4
129
$1M 0.18%
4,660
-110
130
$999K 0.18%
16,413
-2,849
131
$997K 0.18%
18,302
+114
132
$988K 0.18%
16,460
+1,532
133
$986K 0.18%
22,492
+534
134
$975K 0.18%
10,668
+402
135
$974K 0.18%
+41,616
136
$968K 0.17%
24,974
+579
137
$960K 0.17%
13,464
+480
138
$955K 0.17%
7,766
-718
139
$955K 0.17%
25,962
+1,764
140
$953K 0.17%
8,537
-304
141
$945K 0.17%
27,916
-4,860
142
$941K 0.17%
21,576
+4
143
$938K 0.17%
7,409
+132
144
$934K 0.17%
5,568
+1,777
145
$929K 0.17%
13,534
-2,531
146
$923K 0.17%
18,258
-7,270
147
$916K 0.17%
4,999
+555
148
$908K 0.16%
1,669
+167
149
$906K 0.16%
9,941
+388
150
$905K 0.16%
12,275
+746
4 5
6
7 8