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
201
$1.87M 0.12%
35,341
-9,835
202
$1.87M 0.12%
27,673
+1,193
203
$1.86M 0.12%
52,313
+4,243
204
$1.85M 0.12%
+7,931
205
$1.85M 0.12%
28,509
+121
206
$1.84M 0.12%
58,331
+741
207
$1.84M 0.12%
11,141
+289
208
$1.83M 0.12%
+7,675
209
$1.83M 0.12%
45,461
+502
210
$1.81M 0.12%
45,116
+3,208
211
$1.8M 0.12%
91,419
+4,326
212
$1.8M 0.12%
28,168
-377
213
$1.79M 0.11%
+5,402
214
$1.78M 0.11%
26,103
+4,514
215
$1.77M 0.11%
49,339
+362
216
$1.74M 0.11%
+22,250
217
$1.74M 0.11%
34,034
+3,106
218
$1.72M 0.11%
+2,022
219
$1.71M 0.11%
17,864
-2,063
220
$1.7M 0.11%
18,103
+414
221
$1.65M 0.11%
32,424
-49
222
$1.65M 0.11%
+8,285
223
$1.65M 0.11%
11,351
224
$1.64M 0.11%
+20,030
225
$1.63M 0.1%
30,446
-2,159
7 8
9
10 11