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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$773K 0.14%
6,702
-104
177
$768K 0.14%
12,274
+1,235
178
$767K 0.14%
+10,959
179
$753K 0.14%
9,593
-739
180
$738K 0.13%
2,434
+207
181
$715K 0.13%
+18,929
182
$710K 0.13%
2,407
-196
183
$709K 0.13%
25,484
-8,633
184
$707K 0.13%
5,260
+3,263
185
$686K 0.12%
10,180
+16
186
$680K 0.12%
4,011
187
$671K 0.12%
29,773
-91
188
$664K 0.12%
6,979
+1,522
189
$663K 0.12%
16,893
-842
190
$657K 0.12%
12,596
-868
191
$656K 0.12%
9,260
+2,680
192
$656K 0.12%
26,711
-1,204
193
$648K 0.12%
14,379
-705
194
$647K 0.12%
+12,800
195
$645K 0.12%
30,185
196
$642K 0.12%
4,315
-423
197
$642K 0.12%
16,652
+311
198
$638K 0.12%
3,313
+288
199
$625K 0.11%
13,133
+1,465
200
$605K 0.11%
17,938
+9,130
6 7
8
9 10