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
$1.1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.1M
3
+$19.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

1
+$30.7M
2
+$7.38M
3
+$5.86M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$3.48M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.88M

Sector Composition

1 Technology 5.43%
2 Financials 4.45%
3 Consumer Discretionary 3.41%
4 Industrials 3.2%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.29M 0.12%
9,462
+3,101
177
$1.28M 0.12%
+17,373
178
$1.27M 0.12%
12,751
-328
179
$1.27M 0.12%
16,084
+9,421
180
$1.26M 0.11%
13,362
-9,974
181
$1.25M 0.11%
+22,790
182
$1.25M 0.11%
2,639
+615
183
$1.24M 0.11%
312
-18
184
$1.24M 0.11%
24,390
+1,870
185
$1.23M 0.11%
16,812
+2,356
186
$1.23M 0.11%
18,454
-1,522
187
$1.22M 0.11%
72,211
-5,285
188
$1.21M 0.11%
15,466
+2,790
189
$1.21M 0.11%
8,902
+2,325
190
$1.2M 0.11%
33,927
+161
191
$1.2M 0.11%
20,933
+22
192
$1.2M 0.11%
63,180
+10,127
193
$1.2M 0.11%
30,902
-32
194
$1.19M 0.11%
16,742
+3,858
195
$1.19M 0.11%
34,325
+7,334
196
$1.19M 0.11%
29,554
-183,644
197
$1.16M 0.11%
704
+62
198
$1.15M 0.1%
25,047
+9,774
199
$1.14M 0.1%
9,736
+530
200
$1.13M 0.1%
26,292
+1,541
6 7
8
9 10