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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.82M 0.17%
40,353
+16,219
152
$1.8M 0.17%
3,798
-197
153
$1.8M 0.17%
37,279
-28,266
154
$1.75M 0.16%
21,036
-719
155
$1.75M 0.16%
19,882
+4,741
156
$1.75M 0.16%
18,628
+5,532
157
$1.7M 0.16%
45,626
+7,701
158
$1.69M 0.16%
18,404
+6,578
159
$1.69M 0.16%
58,391
+43,191
160
$1.67M 0.16%
300
-9
161
$1.66M 0.15%
27,634
+5,790
162
$1.65M 0.15%
38,089
+1,866
163
$1.63M 0.15%
72,884
+625
164
$1.62M 0.15%
23,658
+56
165
$1.62M 0.15%
51,729
-2,842
166
$1.59M 0.15%
7,654
+127
167
$1.58M 0.15%
34,971
-162
168
$1.56M 0.15%
8,570
-231
169
$1.56M 0.15%
50,033
-11,666
170
$1.55M 0.14%
40,692
+3,397
171
$1.53M 0.14%
8,095
+224
172
$1.51M 0.14%
64,146
+8,644
173
$1.5M 0.14%
56,462
+3,558
174
$1.49M 0.14%
14,363
+1,007
175
$1.48M 0.14%
8,919
+709
5 6
7
8 9