IA
IFG Advisors Portfolio holdings
AUM
$601M
1-Year Est. Return
16.96%
1 Year Est. Return
+16.96%
AUM
$601M
AUM Growth
-$12.1M
(-2%)
Holding
155
Top Buys
| 1 | +$2.91M | |
| 2 | +$1.41M | |
| 3 | +$1.04M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$778K |
Top Sells
| 1 | +$26.7M | |
| 2 | +$2.17M | |
| 3 | +$1.42M | |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$662K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$596K |
Sector Composition
| 1 | Technology | 5.81% |
| 2 | Financials | 2.36% |
| 3 | Industrials | 1.71% |
| 4 | Communication Services | 1.57% |
| 5 | Consumer Discretionary | 1.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.58B
| $213K | 0.04% |
1,507
+2
|
|
||
152
Carvana
CVNA
$64.2B
| $211K | 0.04% |
+500
|
|
||
153
Mercado Libre
MELI
$105B
| $203K | 0.03% |
101
|
|
||
154
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.8B
| $200K | 0.03% |
+2,391
|
|
||
155
iShares Core US Aggregate Bond ETF
AGG
$137B
| – | – |
-3,131
|
|