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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
ROIVRoivant Sciences
Recent Activity
New Position
0.02%
$233,166
20,205 shares@ $11.55 avg price
PCGPg&e Corp
Recent Activity
New Position
0.02%
$202,181
10,226 shares@ $19.78 avg price
RYLDGlobal Russell
Recent Activity
New Position
0.02%
$179,661
11,117 shares@ $16.17 avg price
RABrookfield Real Assets I
Recent Activity
New Position
0.02%
$159,468
11,640 shares@ $13.7 avg price
WBDWarner Bros
Recent Activity
New Position
0.01%
$95,606
11,588 shares@ $8.26 avg price
ABEVAmbev S A
Recent Activity
New Position
0.01%
$63,623
26,075 shares@ $2.44 avg price
LCIDLucid Group
Recent Activity
New Position
0.01%
$37,492
10,621 shares@ $3.53 avg price
ADAPAdaptimmune Therapeutics
Recent Activity
New Position
0.01%
$26,136
27,500 shares@ $0.96 avg price