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
$386M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.96M
3
+$2.03M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.12M

Top Sells

1
+$952K
2
+$386K
3
+$257K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$42K
5
TSLA icon
Tesla
TSLA
+$35.3K

Sector Composition

1 Industrials 6.66%
2 Technology 3.54%
3 Financials 2.33%
4 Communication Services 1.18%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$468K 0.12%
+4,061
77
$446K 0.12%
6,372
78
$443K 0.11%
11,681
-227
79
$440K 0.11%
17,816
+63
80
$432K 0.11%
8,375
+1,213
81
$424K 0.11%
4,514
+16
82
$419K 0.11%
1,390
83
$400K 0.1%
1,951
84
$385K 0.1%
2,061
+3
85
$381K 0.1%
7,628
-106
86
$372K 0.1%
8,525
87
$368K 0.1%
3,584
+515
88
$363K 0.09%
1,800
-40
89
$362K 0.09%
6,304
+34
90
$361K 0.09%
5,713
-4
91
$355K 0.09%
741
92
$347K 0.09%
3,800
93
$346K 0.09%
5,999
-160
94
$342K 0.09%
1,911
+683
95
$337K 0.09%
2,079
-81
96
$333K 0.09%
8,976
97
$332K 0.09%
6,118
+74
98
$330K 0.09%
13,186
99
$326K 0.08%
9,897
100
$316K 0.08%
3,509
+13
2 3
4
5 6