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
126
$203K 0.05%
2,541
+3
127
$108K 0.03%
18,700
+5,800