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
$1.07B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.96M
3
+$2.84M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.7M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.79M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.36M

Sector Composition

1 Technology 6.32%
2 Financials 5.35%
3 Healthcare 3.79%
4 Consumer Discretionary 3.48%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.44M 0.14%
6,817
+526
177
$1.44M 0.13%
23,658
+408
178
$1.44M 0.13%
7,840
-16,637
179
$1.42M 0.13%
16,164
+115
180
$1.4M 0.13%
12,735
-172
181
$1.39M 0.13%
14,043
-105
182
$1.36M 0.13%
13,310
-1,014
183
$1.36M 0.13%
34,459
+442
184
$1.35M 0.13%
29,933
-3,273
185
$1.33M 0.12%
37,892
-4,615
186
$1.33M 0.12%
21,491
+117
187
$1.32M 0.12%
71,619
+411
188
$1.32M 0.12%
55,130
+37,632
189
$1.3M 0.12%
8,820
-360
190
$1.3M 0.12%
14,190
+128
191
$1.29M 0.12%
9,996
-401
192
$1.28M 0.12%
9,027
+72
193
$1.28M 0.12%
36,715
+28,902
194
$1.26M 0.12%
19,963
+4,187
195
$1.26M 0.12%
19,003
-505
196
$1.25M 0.12%
24,105
+481
197
$1.25M 0.12%
13,982
+9,604
198
$1.2M 0.11%
40,302
-5,202
199
$1.17M 0.11%
20,246
-629
200
$1.16M 0.11%
10,938
-818
6 7
8
9 10