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
51
$252K 0.23%
+1,937
52
$251K 0.23%
+3,154
53
$247K 0.23%
+3,081
54
$244K 0.23%
+1,452
55
$241K 0.22%
+3,960
56
$236K 0.22%
+1,900
57
$232K 0.22%
+5,150
58
$231K 0.22%
+6,088
59
$230K 0.21%
+1,071
60
$229K 0.21%
+2,104
61
$223K 0.21%
+2,382
62
$213K 0.2%
+4,983
63
$206K 0.19%
+8,925
64
$160K 0.15%
+10,083
65
$19K 0.02%
+667
1 2
3