IA
IFG Advisors Portfolio holdings
AUM
$595M
This Quarter Return
+11.8%
1 Year Return
+14.16%
3 Year Return
+56.37%
5 Year Return
+91.02%
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(+21%)
Cap. Flow
+$27M
Cap. Flow
% of AUM
7.93%
Top 10 Holdings %
Top 10 Hldgs %
63.99%
Holding
125
New
9
Increased
52
Reduced
31
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$10.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$4.27M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.28M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.96M |
| 5 |
iShares Select Dividend ETF
DVY
|
$1.49M |
Top Sells
Sector Composition
| 1 | Industrials | 5.11% |
| 2 | Technology | 3.79% |
| 3 | Financials | 2.31% |
| 4 | Consumer Discretionary | 1.25% |
| 5 | Communication Services | 1.15% |
