Laurel Resendez

@Ifg Advisory, Llc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$1.57B

Total holdings385

Assets growth rate0.73%

Assets growth rate (2-Q avg)8.49%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifg Advisory, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 385 positions.

Assets under management

The assets under management (AUM) of Ifg Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.57B in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 8.49%. The portfolio is managed by Laurel Resendez, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AIRRFirst Trust Recent Activity New Position	0.14%	$2.042M 27,347 shares@ $74.68 avg price	New Position
FSIGFirst Trust Recent Activity New Position	0.11%	$1.719M 89,551 shares@ $19.21 avg price	New Position
VCLTVanguard Long Recent Activity New Position	0.11%	$1.673M 20,601 shares@ $81.24 avg price	New Position
XSMOInvesco S&p Recent Activity New Position	0.1%	$1.459M 22,040 shares@ $66.19 avg price	New Position
SSentinelone Inc Recent Activity New Position	0.09%	$1.403M 58,638 shares@ $23.92 avg price	New Position
CGGRCapital Group Recent Activity New Position	0.04%	$528,528 15,192 shares@ $34.79 avg price	New Position
CGDVCapital Group Recent Activity New Position	0.03%	$470,455 12,910 shares@ $36.45 avg price	New Position
CGGOCapital Group Recent Activity New Position	0.03%	$378,550 12,555 shares@ $30.16 avg price	New Position
CEFSprott Physical Recent Activity New Position	0.02%	$275,022 11,230 shares@ $24.49 avg price	New Position
VFCV F Corp Recent Activity New Position	0.02%	$242,083 12,134 shares@ $19.96 avg price	New Position