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
$198M
AUM Growth
-$152K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.77M
3
+$1.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$737K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$644K

Top Sells

1
+$614K
2
+$392K
3
+$255K
4
AEE icon
Ameren
AEE
+$223K
5
VZ icon
Verizon
VZ
+$209K

Sector Composition

1 Industrials 5.21%
2 Technology 4.22%
3 Financials 3.07%
4 Healthcare 1.77%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.28%
6,932
52
$545K 0.28%
3,798
+985
53
$503K 0.25%
10,921
+302
54
$500K 0.25%
8,575
-1,649
55
$499K 0.25%
2,555
+511
56
$482K 0.24%
1,020
+10
57
$466K 0.24%
10,639
+389
58
$461K 0.23%
4,393
-682
59
$442K 0.22%
17,150
-80
60
$439K 0.22%
3,840
+12
61
$433K 0.22%
8,649
+7
62
$430K 0.22%
6,044
63
$414K 0.21%
13,995
+11
64
$414K 0.21%
4,394
+100
65
$407K 0.21%
1,936
+382
66
$405K 0.21%
4,870
+87
67
$399K 0.2%
4,148
+128
68
$393K 0.2%
1,466
+21
69
$389K 0.2%
1,819
+107
70
$378K 0.19%
8,236
-117
71
$371K 0.19%
+5,882
72
$360K 0.18%
+4,005
73
$359K 0.18%
762
+12
74
$357K 0.18%
8,842
+47
75
$349K 0.18%
6,372
+128
1 2
3
4 5