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
$218M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.09M
3
+$1.09M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$815K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$785K

Top Sells

1
+$267K
2
+$203K
3
+$151K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$72.4K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$60.3K

Sector Composition

1 Technology 4.77%
2 Industrials 4.08%
3 Financials 3.97%
4 Communication Services 2.56%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.09%
2,146
102
$200K 0.09%
1,040
103
– –
-1,179
104
– –
-4,451
1 2 3 4
5