IA
IFG Advisors Portfolio holdings
AUM
$595M
This Quarter Return
+6.45%
1 Year Return
+14.16%
3 Year Return
+56.37%
5 Year Return
+91.02%
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+13%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
6.26%
Top 10 Holdings %
Top 10 Hldgs %
67.91%
Holding
92
New
9
Increased
36
Reduced
13
Closed
–
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$2.73M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.13M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.73M |
| 4 |
iShares Select U.S. REIT ETF
ICF
|
$706K |
| 5 |
Coca-Cola
KO
|
$503K |
Top Sells
| 1 |
Cintas
CTAS
|
$478K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$81.9K |
| 3 |
Tesla
TSLA
|
$38.1K |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$32.4K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$32.1K |
Sector Composition
| 1 | Technology | 4.33% |
| 2 | Industrials | 4.22% |
| 3 | Financials | 3.64% |
| 4 | Communication Services | 2.66% |
| 5 | Consumer Discretionary | 2.04% |
