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
$236M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$893K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$570K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$531K

Top Sells

1
+$3.55M
2
+$1.02M
3
+$575K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$217K
5
T icon
AT&T
T
+$210K

Sector Composition

1 Industrials 5.1%
2 Technology 5.02%
3 Financials 3.48%
4 Communication Services 2.26%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.08%
2,146
102
$200K 0.08%
+2,385
103
– –
-4,329
104
– –
-10,289
105
– –
-1,040
1 2 3 4
5