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
$210M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.43M
3
+$1.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.07M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.05M

Top Sells

1
+$92.3K
2
+$90.9K
3
+$88.8K
4
BABA icon
Alibaba
BABA
+$24K
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$24K

Sector Composition

1 Technology 4.58%
2 Industrials 4.1%
3 Financials 3.48%
4 Communication Services 2.64%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.17%
+7,235
77
$346K 0.16%
1,431
-84
78
$326K 0.16%
6,365
79
$318K 0.15%
2,824
80
$307K 0.15%
3,576
+412
81
$307K 0.15%
3,955
-110
82
$304K 0.14%
1,121
+2
83
$288K 0.14%
8,976
84
$281K 0.13%
5,017
+24
85
$274K 0.13%
2,104
86
$267K 0.13%
1,179
-106
87
$265K 0.13%
3,315
+36
88
$263K 0.13%
723
-244
89
$258K 0.12%
1,910
+10
90
$257K 0.12%
1,111
+106
91
$249K 0.12%
4,523
+612
92
$239K 0.11%
4,200
93
$237K 0.11%
2,670
94
$224K 0.11%
10,286
+218
95
$223K 0.11%
2,681
-288
96
$209K 0.1%
+2,503
97
$207K 0.1%
+2,146
98
$203K 0.1%
10,083
99
$203K 0.1%
+4,451
100
$202K 0.1%
2,760
1 2 3
4
5