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Laurel Resendez

@Ifg Advisory, Llc

Latest period2024 - Q3ReportedManaged Assets$1.57BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Total
Recent Activity
Increased 0.99%
2.95%
$46.235M
163,282 shares@ $283.17 avg price
VOOVanguard S&p
Recent Activity
Increased 4.64%
2.73%
$42.812M
81,133 shares@ $527.68 avg price
QQQInvesco Qqq
Recent Activity
Increased 5.36%
2.67%
$41.897M
85,843 shares@ $488.07 avg price
VYMVanguard High
Recent Activity
Increased 2.44%
1.6%
$25.079M
195,620 shares@ $128.21 avg price
OMFLInvesco Russell
Recent Activity
Increased 3.08%
1.58%
$24.683M
465,796 shares@ $53.0 avg price
BBUSJpmorgan Betabuilders
Recent Activity
Increased 47.3%
1.09%
$17.067M
164,770 shares@ $103.59 avg price
DIVBIshares Core
Recent Activity
Increased 18.07%
1.01%
$15.817M
326,467 shares@ $48.46 avg price
IJHIshares Core
Recent Activity
Increased 3.38%
1%
$15.558M
249,646 shares@ $62.32 avg price
GTOInvesco Total
Recent Activity
Increased 39.22%
0.96%
$15.051M
311,614 shares@ $48.31 avg price
DFAXDimensional World
Recent Activity
Increased 2.82%
0.96%
$15.01M
555,727 shares@ $27.02 avg price