IA

IFG Advisors Portfolio holdings

AUM $595M
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.66M
3
+$675K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$559K
5
DVY icon
iShares Select Dividend ETF
DVY
+$389K

Top Sells

1
+$1.06M
2
+$390K
3
+$159K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$86.6K
5
AAPL icon
Apple
AAPL
+$62.3K

Sector Composition

1 Industrials 5.29%
2 Financials 2.83%
3 Technology 2.36%
4 Consumer Staples 2.07%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$590K 0.49%
4,048
27
$540K 0.45%
2,988
28
$528K 0.44%
9,538
29
$485K 0.4%
10,806
-4
30
$434K 0.36%
8,705
31
$403K 0.33%
1,937
-165
32
$397K 0.33%
2,845
33
$388K 0.32%
6,044
34
$370K 0.31%
5,112
+1,328
35
$358K 0.3%
16,918
+177
36
$357K 0.29%
32,000
37
$356K 0.29%
2,011
-342
38
$350K 0.29%
9,948
39
$336K 0.28%
6,107
40
$332K 0.27%
1,130
41
$326K 0.27%
3,499
+58
42
$320K 0.26%
6,365
43
$313K 0.26%
5,476
-32
44
$306K 0.25%
10,502
45
$302K 0.25%
8,124
+10
46
$299K 0.25%
4,863
+3
47
$294K 0.24%
3,389
+308
48
$293K 0.24%
9,919
49
$288K 0.24%
1,273
50
$280K 0.23%
1,937
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