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
$1.03B
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$2.79M
4
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$1.74M
5
PM icon
Philip Morris
PM
+$1.54M

Top Sells

1
+$2.9M
2
+$2.73M
3
+$2.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
GIS icon
General Mills
GIS
+$1.62M

Sector Composition

1 Technology 7.37%
2 Financials 6.27%
3 Consumer Discretionary 4.05%
4 Healthcare 3.94%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.35M 0.13%
12,910
+185
177
$1.33M 0.13%
25,526
+9,471
178
$1.32M 0.13%
6,179
+118
179
$1.32M 0.13%
2,324
-14
180
$1.31M 0.13%
26,116
+16,897
181
$1.3M 0.13%
56,602
+8,449
182
$1.3M 0.13%
11,953
-5,305
183
$1.28M 0.12%
24,783
-3,183
184
$1.26M 0.12%
30,053
+358
185
$1.19M 0.12%
7,807
+351
186
$1.18M 0.11%
11,900
+2,352
187
$1.15M 0.11%
22,574
-2,169
188
$1.14M 0.11%
14,526
-41
189
$1.14M 0.11%
4,111
-520
190
$1.13M 0.11%
6,937
-352
191
$1.13M 0.11%
16,101
+2,422
192
$1.12M 0.11%
10,437
-1,206
193
$1.06M 0.1%
10,525
-82
194
$1.05M 0.1%
7,630
+2,050
195
$1.05M 0.1%
19,857
+9,916
196
$1.04M 0.1%
17,928
+787
197
$1.04M 0.1%
22,592
-673
198
$1.04M 0.1%
21,167
-51
199
$1.04M 0.1%
29,766
-1,043
200
$1.01M 0.1%
18,423
+4,573
6 7
8
9 10