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
$503M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$3.15M
3
+$3.03M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.58M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.47M

Top Sells

1
+$698K
2
+$385K
3
+$384K
4
BMY icon
Bristol-Myers Squibb
BMY
+$317K
5
PFE icon
Pfizer
PFE
+$298K

Sector Composition

1 Industrials 7.11%
2 Technology 5.03%
3 Financials 2.22%
4 Consumer Discretionary 1.27%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,648
152
– –
-699
153
– –
-104
154
– –
-10,301
155
– –
-2,218
3 4 5 6
7