IA
IFG Advisors Portfolio holdings
AUM
$595M
This Quarter Return
-4.97%
1 Year Return
+14.16%
3 Year Return
+56.37%
5 Year Return
+91.02%
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(-4.1%)
Cap. Flow
+$4.12M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
62.21%
Holding
107
New
5
Increased
58
Reduced
14
Closed
3
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$8.3M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$621K |
| 3 |
Netflix
NFLX
|
$524K |
| 4 |
Comcast
CMCSA
|
$211K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$200K |
Sector Composition
| 1 | Industrials | 5.11% |
| 2 | Technology | 5% |
| 3 | Financials | 3.64% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Communication Services | 1.79% |
