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
$532M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.57M
3
+$1.75M
4
ANGI icon
Angi Inc
ANGI
+$987K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Top Sells

1
+$5.28M
2
+$3.1M
3
+$2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$761K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$517K

Sector Composition

1 Healthcare 7.91%
2 Technology 7.17%
3 Financials 6.04%
4 Industrials 4.68%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$521K 0.1%
9,763
+57
202
$519K 0.1%
+5,120
203
$513K 0.1%
2,529
+242
204
$504K 0.09%
+7,819
205
$503K 0.09%
7,650
-34
206
$501K 0.09%
22,508
-6,436
207
$500K 0.09%
6,027
208
$500K 0.09%
14,008
+18
209
$495K 0.09%
10,084
-3
210
$491K 0.09%
1,375
-245
211
$489K 0.09%
5,954
-826
212
$489K 0.09%
7,266
213
$484K 0.09%
7,956
-545
214
$480K 0.09%
+8,322
215
$475K 0.09%
38,863
+15,913
216
$471K 0.09%
16,410
-1,271
217
$469K 0.09%
3,192
-278
218
$467K 0.09%
4,634
+1,976
219
$464K 0.09%
6,017
-242
220
$464K 0.09%
6,340
-466
221
$464K 0.09%
5,278
-45
222
$461K 0.09%
5,253
-491
223
$460K 0.09%
6,255
+140
224
$460K 0.09%
3,552
+473
225
$459K 0.09%
4,258
-535
7 8
9
10 11