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
$1.56B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$12.2M
3
+$7.3M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3M

Top Sells

1
+$6.05M
2
+$5.35M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.33M

Sector Composition

1 Technology 8.73%
2 Financials 6.29%
3 Consumer Discretionary 4.07%
4 Industrials 2.92%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.19M 0.14%
89,871
-410
177
$2.18M 0.14%
9,486
-180
178
$2.18M 0.14%
+4,272
179
$2.11M 0.14%
34,491
-1,698
180
$2.11M 0.14%
7,610
+22
181
$2.09M 0.13%
90,113
+6,293
182
$2.08M 0.13%
24,263
+2,035
183
$2.07M 0.13%
39,017
+672
184
$2.07M 0.13%
31,079
+998
185
$2.04M 0.13%
42,097
+3,461
186
$2.03M 0.13%
+11,960
187
$2M 0.13%
+7,739
188
$2M 0.13%
78,833
+7,948
189
$2M 0.13%
+8,616
190
$1.98M 0.13%
20,407
-1,440
191
$1.98M 0.13%
20,381
-208
192
$1.97M 0.13%
12,565
+388
193
$1.96M 0.13%
58,817
+6,511
194
$1.95M 0.13%
33,535
-148
195
$1.95M 0.13%
67,354
-13,943
196
$1.91M 0.12%
53,006
-5,212
197
$1.91M 0.12%
38,616
+4,849
198
$1.9M 0.12%
34,274
+15,748
199
$1.9M 0.12%
10,439
+379
200
$1.88M 0.12%
248
-3
6 7
8
9 10