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
151
$887K 0.16%
9,585
152
$887K 0.16%
12,669
-718
153
$880K 0.16%
4,624
-121
154
$878K 0.16%
4,878
-863
155
$872K 0.16%
7,588
156
$872K 0.16%
6,829
-6
157
$860K 0.16%
6,137
+957
158
$848K 0.15%
11,802
-628
159
$843K 0.15%
9,641
+2
160
$840K 0.15%
33,140
+8,523
161
$838K 0.15%
7,773
+574
162
$837K 0.15%
4,835
+44
163
$827K 0.15%
6,513
+19
164
$818K 0.15%
26,904
+1,401
165
$817K 0.15%
47,144
-125
166
$809K 0.15%
34,089
-2,062
167
$808K 0.15%
16,992
-5,193
168
$807K 0.15%
3,344
+262
169
$807K 0.15%
29,257
-1,096
170
$799K 0.14%
23,080
+3,696
171
$794K 0.14%
9,787
-2,649
172
$791K 0.14%
3,609
-93
173
$785K 0.14%
21,410
+3,982
174
$782K 0.14%
37,297
+17,008
175
$773K 0.14%
5,661
+2
5 6
7
8 9