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
126
$2.13M 0.2%
7,403
+256
127
$2.12M 0.2%
20,818
-1,163
128
$2.08M 0.19%
8,407
-344
129
$2.05M 0.19%
8,582
-228
130
$2.03M 0.19%
9,924
+290
131
$2.03M 0.19%
17,958
-926
132
$2.03M 0.19%
764
+4
133
$2.02M 0.19%
37,000
+100
134
$2.02M 0.19%
15,523
+144
135
$1.98M 0.19%
20,899
+13,062
136
$1.98M 0.18%
2,956
+141
137
$1.97M 0.18%
7,941
+409
138
$1.95M 0.18%
39,873
+21,969
139
$1.93M 0.18%
11,721
-257
140
$1.91M 0.18%
53,733
-378
141
$1.9M 0.18%
18,225
+1,001
142
$1.9M 0.18%
18,271
-111
143
$1.89M 0.18%
31,909
+8,830
144
$1.88M 0.18%
11,508
+105
145
$1.87M 0.17%
9,579
+675
146
$1.86M 0.17%
36,528
-2,497
147
$1.86M 0.17%
23,042
+2,415
148
$1.85M 0.17%
48,442
+1,852
149
$1.84M 0.17%
14,103
+4,240
150
$1.82M 0.17%
50,700
-213
4 5
6
7 8