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
101
$200K 0.1%
+1,040
1 2 3 4
5