IA
IFG Advisors Portfolio holdings
AUM
$611M
1-Year Est. Return
17.57%
This Fund
S&P 500
1 Year Est. Return
+17.57%
AUM
$611M
AUM Growth
+$9.78M
(+1.6%)
Holding
160
Top Buys
| 1 | +$10M | |
| 2 | +$6.38M | |
| 3 | +$5.07M | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.52M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.3M |
Top Sells
| 1 | +$8.19M | |
| 2 | +$854K | |
| 3 | +$593K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$288K |
| 5 |
DraftKings
DKNG
|
+$281K |
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Financials | 2.08% |
| 3 | Industrials | 1.53% |
| 4 | Communication Services | 1.42% |
| 5 | Consumer Discretionary | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.8B
| – | – |
-2,391
|
|
||
152
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.26B
| – | – |
-5,962
|
|
||
153
Palantir
PLTR
$325B
| – | – |
-1,361
|
|
||
154
Mercado Libre
MELI
$93.3B
| – | – |
-101
|
|
||
155
iShares Core MSCI EAFE ETF
IEFA
$182B
| – | – |
-2,694
|
|
||
156
HEICO Corp
HEI
$41.9B
| – | – |
-723
|
|
||
157
Domino's
DPZ
$12.4B
| – | – |
-518
|
|
||
|
158
DraftKings
DKNG
$11.4B
| – | – |
-8,152
|
|
||
159
Carvana
CVNA
$53.5B
| – | – |
-500
|
|
||
160
Ameren
AEE
$30.9B
| – | – |
-2,522
|
|