IA

IFG Advisors Portfolio holdings

AUM $613M
1-Year Est. Return 13.54%
This Quarter Est. Return
1 Year Est. Return
+13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.8M
3
+$10.4M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.96M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$7.41M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.57%
2 Financials 2.91%
3 Consumer Staples 2.19%
4 Technology 2.13%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$519K 0.48%
+9,538
27
$493K 0.46%
+2,950
28
$484K 0.45%
+2,988
29
$442K 0.41%
+10,810
30
$407K 0.38%
+2,102
31
$398K 0.37%
+2,353
32
$390K 0.36%
+25,936
33
$360K 0.34%
+32,000
34
$356K 0.33%
+8,705
35
$345K 0.32%
+16,741
36
$338K 0.31%
+6,107
37
$335K 0.31%
+2,845
38
$326K 0.3%
+1,130
39
$322K 0.3%
+3,441
40
$306K 0.28%
+6,044
41
$300K 0.28%
+10,502
42
$296K 0.28%
+5,508
43
$293K 0.27%
+4,860
44
$290K 0.27%
+9,948
45
$288K 0.27%
+6,365
46
$283K 0.26%
+9,919
47
$277K 0.26%
+8,114
48
$265K 0.25%
+1,273
49
$254K 0.24%
+2,670
50
$254K 0.24%
+3,784
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