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
176
$525K 0.12%
5,618
+1,263
177
$521K 0.12%
11,947
-227
178
$519K 0.12%
8,968
+497
179
$519K 0.12%
3,085
+546
180
$509K 0.11%
13,064
+5,310
181
$504K 0.11%
8,709
+1,796
182
$500K 0.11%
3,688
+6
183
$499K 0.11%
1,769
-416
184
$496K 0.11%
3,116
+450
185
$486K 0.11%
3,656
-131
186
$473K 0.11%
9,061
+74
187
$472K 0.1%
6,234
-348
188
$466K 0.1%
224
+4
189
$466K 0.1%
7,739
+1,414
190
$466K 0.1%
6,445
-599
191
$464K 0.1%
23,006
-738
192
$461K 0.1%
6,850
+893
193
$458K 0.1%
4,575
-864
194
$458K 0.1%
7,834
-975
195
$456K 0.1%
5,283
-451
196
$453K 0.1%
+22,316
197
$447K 0.1%
6,882
+175
198
$441K 0.1%
10,588
+4,461
199
$441K 0.1%
4,206
+163
200
$438K 0.1%
7,266
+2,264
6 7
8
9 10