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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.59M 0.14%
6,832
+502
152
$1.57M 0.14%
97,897
+7,977
153
$1.55M 0.14%
16,774
+2,640
154
$1.53M 0.14%
34,637
+1,392
155
$1.52M 0.14%
8,905
-1,571
156
$1.52M 0.14%
34,089
-82
157
$1.5M 0.14%
14,330
+3,303
158
$1.5M 0.14%
9,301
+3,515
159
$1.5M 0.14%
52,663
+940
160
$1.48M 0.13%
2,691
+233
161
$1.48M 0.13%
48,968
+14,683
162
$1.47M 0.13%
+16,305
163
$1.44M 0.13%
19,651
-301
164
$1.44M 0.13%
28,666
+216
165
$1.43M 0.13%
44,029
-8,612
166
$1.43M 0.13%
18,710
-1,885
167
$1.42M 0.13%
+10,371
168
$1.4M 0.13%
20,858
+1,551
169
$1.37M 0.12%
53,287
+4,210
170
$1.36M 0.12%
23,514
-268
171
$1.34M 0.12%
+71,763
172
$1.32M 0.12%
57,646
+2,001
173
$1.32M 0.12%
10,574
+1,871
174
$1.29M 0.12%
37,883
+1,408
175
$1.29M 0.12%
24,456
-4,229
5 6
7
8 9