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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
DIASpdr Dow
Recent Activity
Increased 6.92%
0.83%
$12.901M
30,489 shares@ $423.13 avg price
SPTLSpdr Portfolio
Recent Activity
Increased 69.73%
0.77%
$12.032M
413,882 shares@ $29.07 avg price
RDVYFirst Trust
Recent Activity
Decreased -0.48%
0.75%
$11.719M
197,922 shares@ $59.22 avg price
BRK.BBerkshire Hathaway
Recent Activity
Increased 2.2%
0.72%
$11.235M
24,411 shares@ $460.27 avg price
IVVIshares Core
Recent Activity
Decreased -10.52%
0.7%
$10.979M
19,034 shares@ $576.83 avg price
LQDIshares Iboxx
Recent Activity
Increased 18.07%
0.7%
$10.971M
97,107 shares@ $112.99 avg price
IEFAIshares Core
Recent Activity
Increased 21.97%
0.69%
$10.788M
138,215 shares@ $78.06 avg price
STIPIshares 0-5
Recent Activity
Increased 0.47%
0.69%
$10.76M
106,199 shares@ $101.33 avg price
BUFRFirst Trust
Recent Activity
Increased 8.53%
0.67%
$10.477M
350,509 shares@ $29.9 avg price
USFRWisdomtree Floating
Recent Activity
Increased 4.91%
0.66%
$10.33M
205,699 shares@ $50.23 avg price