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
$555M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.4M
3
+$2.59M
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$2.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$5.84M
2
+$2.2M
3
+$2.02M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.63M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.04M

Sector Composition

1 Technology 6.42%
2 Healthcare 5.39%
3 Financials 4.11%
4 Consumer Discretionary 3.46%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$605K 0.11%
12,716
-42,425
202
$603K 0.11%
7,871
+3,147
203
$596K 0.11%
28,399
+7,056
204
$594K 0.11%
3,518
-32
205
$590K 0.11%
6,158
-1,765
206
$586K 0.11%
17,189
+2
207
$582K 0.1%
7,724
-162
208
$572K 0.1%
53,162
+6,094
209
$568K 0.1%
13,627
+1,490
210
$548K 0.1%
2,837
-107
211
$546K 0.1%
32,104
+1,410
212
$544K 0.1%
16,032
+1,201
213
$542K 0.1%
30,814
-2,275
214
$531K 0.1%
2,223
+115
215
$530K 0.1%
8,032
-290
216
$527K 0.1%
13,939
-1,649
217
$524K 0.09%
20,708
+11,585
218
$523K 0.09%
20,441
+319
219
$499K 0.09%
2,846
-75
220
$498K 0.09%
1,897
+34
221
$497K 0.09%
10,932
-330
222
$493K 0.09%
9,646
+229
223
$491K 0.09%
15,934
-990
224
$491K 0.09%
23,106
225
$486K 0.09%
2,083
-15
7 8
9
10 11