IA
IFG Advisory Portfolio holdings
AUM
$1.99B
1-Year Return
16.06%
This Quarter Return
+8.62%
1 Year Return
+16.06%
3 Year Return
+51.15%
5 Year Return
+88.14%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$99.9M
(+11%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
27.29%
Holding
518
New
40
Increased
238
Reduced
178
Closed
21
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$5M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$3.17M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.79M |
| 4 |
ZIM Integrated Shipping Services
ZIM
|
$1.74M |
| 5 |
Philip Morris
PM
|
$1.54M |
Top Sells
| 1 |
Exact Sciences
EXAS
|
$2.91M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$2.73M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.17M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.81M |
| 5 |
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% |
