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
$282M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.92M
3
+$1.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.48M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.38M

Top Sells

1
+$3.09M
2
+$233K
3
+$210K
4
TMO icon
Thermo Fisher Scientific
TMO
+$205K
5
ALL icon
Allstate
ALL
+$200K

Sector Composition

1 Industrials 4.73%
2 Technology 4.39%
3 Financials 2.43%
4 Consumer Discretionary 1.33%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.14%
1,762
-8
77
$387K 0.14%
6,044
78
$386K 0.14%
4,329
79
$386K 0.14%
8,525
80
$383K 0.14%
10,435
+13
81
$382K 0.14%
3,546
-52
82
$375K 0.13%
7,599
+290
83
$366K 0.13%
3,690
+90
84
$353K 0.13%
2,172
+275
85
$351K 0.12%
6,790
86
$347K 0.12%
9,897
87
$338K 0.12%
741
88
$330K 0.12%
2,050
+2
89
$327K 0.12%
11,388
+3
90
$318K 0.11%
3,680
+268
91
$314K 0.11%
5,916
+131
92
$313K 0.11%
1,048
+32
93
$308K 0.11%
2,030
+51
94
$307K 0.11%
654
+24
95
$306K 0.11%
8,976
96
$294K 0.1%
3,091
-257
97
$294K 0.1%
1,390
98
$292K 0.1%
+2,904
99
$273K 0.1%
6,893
-312
100
$268K 0.09%
5,813
1 2 3
4
5