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
151
$608K 0.14%
17,261
+8,399
152
$600K 0.13%
6,966
-33
153
$599K 0.13%
11,637
+2,965
154
$598K 0.13%
12,785
+1,391
155
$595K 0.13%
25,270
+4,160
156
$595K 0.13%
9,269
+1,849
157
$594K 0.13%
17,154
+1,940
158
$593K 0.13%
4,341
+508
159
$592K 0.13%
5,548
-332
160
$591K 0.13%
20,382
-445
161
$584K 0.13%
8,374
-1,880
162
$582K 0.13%
27,024
-2,241
163
$578K 0.13%
11,846
-1,656
164
$575K 0.13%
8,887
+1,014
165
$573K 0.13%
1,696
+6
166
$572K 0.13%
18,201
+1,567
167
$564K 0.13%
5,683
-373
168
$560K 0.12%
9,449
-1,025
169
$555K 0.12%
4,416
+921
170
$550K 0.12%
22,260
+1,735
171
$544K 0.12%
11,134
-3,848
172
$536K 0.12%
+21,126
173
$535K 0.12%
33,108
+4,424
174
$531K 0.12%
5,323
-41
175
$529K 0.12%
14,174
-1,262
5 6
7
8 9