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
76
$338K 0.17%
11,201
+538
77
$337K 0.17%
3,999
+38
78
$326K 0.17%
1,951
79
$316K 0.16%
+1,759
80
$313K 0.16%
+8,985
81
$304K 0.15%
+2,364
82
$287K 0.15%
9,897
83
$286K 0.14%
7,155
+429
84
$274K 0.14%
2,199
+95
85
$271K 0.14%
3,326
-373
86
$259K 0.13%
21,340
+500
87
$254K 0.13%
2,667
+102
88
$250K 0.13%
1,839
+119
89
$250K 0.13%
1,979
+55
90
$245K 0.12%
5,876
+63
91
$244K 0.12%
4,046
92
$244K 0.12%
30,000
93
$239K 0.12%
8,976
94
$239K 0.12%
2,670
95
$238K 0.12%
3,778
+11
96
$236K 0.12%
1,022
+7
97
$233K 0.12%
2,016
98
$232K 0.12%
2,958
+1
99
$231K 0.12%
5,999
100
$204K 0.1%
+630
1 2 3
4
5