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
126
$1.99M 0.19%
3,962
+98
127
$1.99M 0.19%
11,820
-151
128
$1.97M 0.19%
41,107
+17,118
129
$1.96M 0.19%
8,967
-82
130
$1.95M 0.19%
38,741
+158
131
$1.94M 0.19%
16,966
+684
132
$1.93M 0.19%
39,452
-850
133
$1.92M 0.19%
9,941
+151
134
$1.91M 0.19%
16,317
-1,478
135
$1.88M 0.18%
17,453
+1,208
136
$1.88M 0.18%
50,133
+1,700
137
$1.83M 0.18%
15,127
138
$1.78M 0.17%
29,580
-1,175
139
$1.77M 0.17%
13,308
+285
140
$1.74M 0.17%
+29,601
141
$1.74M 0.17%
44,162
+4,905
142
$1.73M 0.17%
18,501
-414
143
$1.72M 0.17%
22,460
+7,955
144
$1.72M 0.17%
11,880
+1,140
145
$1.7M 0.17%
81,322
-7,465
146
$1.7M 0.17%
43,497
+2,147
147
$1.64M 0.16%
31,048
-1,118
148
$1.63M 0.16%
5,345
+167
149
$1.59M 0.15%
6,213
-721
150
$1.57M 0.15%
12,842
-4,025
4 5
6
7 8