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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.13M 0.2%
30,164
+2,735
127
$3.13M 0.2%
80,635
+5,509
128
$3.11M 0.2%
79,460
+3,914
129
$3.1M 0.2%
15,687
-422
130
$3.03M 0.19%
18,377
-2,682
131
$3.02M 0.19%
64,340
+4,581
132
$3M 0.19%
+34,354
133
$2.98M 0.19%
9,548
-152
134
$2.96M 0.19%
59,620
+10,268
135
$2.95M 0.19%
29,421
+1,141
136
$2.94M 0.19%
5,839
-160
137
$2.92M 0.19%
7,621
-25
138
$2.91M 0.19%
9,599
+552
139
$2.91M 0.19%
+61,794
140
$2.91M 0.19%
25,234
+1,154
141
$2.88M 0.18%
28,178
+9,483
142
$2.88M 0.18%
21,043
+1,006
143
$2.86M 0.18%
31,371
+1,470
144
$2.78M 0.18%
12,171
+439
145
$2.75M 0.18%
25,281
+1,862
146
$2.74M 0.18%
15,027
+182
147
$2.73M 0.17%
+53,594
148
$2.72M 0.17%
5,076
-358
149
$2.7M 0.17%
2,980
-177
150
$2.62M 0.17%
80,523
+22,634
4 5
6
7 8