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
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$600K 0.11%
17,147
-2,100
177
$599K 0.11%
+6,959
178
$599K 0.11%
13,943
-110
179
$594K 0.11%
18,405
+691
180
$590K 0.11%
+19,136
181
$587K 0.11%
11,518
-161
182
$586K 0.11%
2,304
+278
183
$584K 0.11%
11,639
+18
184
$577K 0.11%
13,456
+1,247
185
$572K 0.11%
11,216
+5,913
186
$572K 0.11%
18,202
+3,056
187
$571K 0.11%
8,505
+441
188
$568K 0.11%
5,043
-1,834
189
$567K 0.11%
9,672
+118
190
$554K 0.1%
22,905
+395
191
$544K 0.1%
3,617
-123
192
$543K 0.1%
7,569
+502
193
$538K 0.1%
+5,440
194
$537K 0.1%
1,960
+135
195
$536K 0.1%
2,819
-221
196
$535K 0.1%
13,592
+3,777
197
$533K 0.1%
13,872
+1,678
198
$528K 0.1%
20,266
+690
199
$527K 0.1%
7,009
+266
200
$526K 0.1%
11,486
-188
6 7
8
9 10