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
201
$1.16M 0.11%
23,349
+2,139
202
$1.14M 0.11%
13,710
+336
203
$1.14M 0.11%
13,351
-381
204
$1.11M 0.1%
20,487
-865
205
$1.1M 0.1%
5,646
+83
206
$1.07M 0.1%
37,288
+2,999
207
$1.06M 0.1%
23,378
+827
208
$1.06M 0.1%
23,917
+19,372
209
$1.06M 0.1%
9,542
-41
210
$1.02M 0.1%
13,289
+1,164
211
$1.02M 0.1%
21,383
-1,846
212
$1.02M 0.09%
25,467
213
$1.01M 0.09%
12,302
+145
214
$998K 0.09%
10,873
+15
215
$987K 0.09%
12,595
-630
216
$983K 0.09%
18,766
+1,906
217
$978K 0.09%
55,000
+2
218
$970K 0.09%
8,465
+5,926
219
$922K 0.09%
35,616
-683
220
$915K 0.09%
3,887
-55
221
$912K 0.09%
+10,343
222
$909K 0.09%
9,081
-399
223
$897K 0.08%
10,297
-341
224
$890K 0.08%
2,590
-39
225
$887K 0.08%
6,949
-132
7 8
9
10 11