BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

IFG Advisory, LLC

· CIK 0001728319
13F Portfolio $35M AUM 335 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 172 New 2 Added 161 Reduced 587 Exited
Page 12 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 MCK MCKESSON CORP Healthcare 1,601 $1.3M 0.06% SOLD
222 ITB ISHARES TR 13,558 $1.3M 0.06% SOLD
223 FFOG FRANKLIN TEMPLETON ETF TR 27,742 $1.3M 0.06% SOLD
224 RF REGIONS FINANCIAL CORP NEW Financial Services 47,755 $1.3M 0.06% SOLD
225 LVHI LEGG MASON ETF INVT 34,699 $1.3M 0.06% SOLD
226 SCHF SCHWAB STRATEGIC TR 52,802 $1.3M 0.06% SOLD
227 FTCB FIRST TR EXCHANGE-TRADED FD 58,677 $1.2M 0.05% SOLD
228 UNH UNITEDHEALTH GROUP INC Healthcare 3,739 $1.2M 0.05% SOLD
229 SKYY FIRST TR EXCHANGE TRADED FD 9,457 $1.2M 0.05% SOLD
230 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 95,343 $1.2M 0.05% SOLD
231 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 21,322 $1.2M 0.05% SOLD
232 XAR SPDR SERIES TRUST 5,076 $1.2M 0.05% SOLD
233 GDX VANECK ETF TRUST 14,222 $1.2M 0.05% SOLD
234 COWG PACER FDS TR 34,542 $1.2M 0.05% SOLD
235 XLE SELECT SECTOR SPDR TR 26,875 $1.2M 0.05% SOLD
236 EDIV SPDR INDEX SHS FDS 29,826 $1.2M 0.05% SOLD
237 SPSM SPDR SERIES TRUST 24,714 $1.2M 0.05% SOLD
238 TEL TE CONNECTIVITY PLC Technology 5,081 $1.2M 0.05% SOLD
239 DHI D R HORTON INC Consumer Cyclical 7,954 $1.1M 0.05% SOLD
240 VXUS VANGUARD STAR FDS 15,169 $1.1M 0.05% SOLD
Page 12 of 30  ·  587 positions
Sector Allocation
Financial Services 34.8%
Energy 33.8%
Utilities 9.5%
Technology 6.9%
Industrials 6.7%
Consumer Cyclical 2.1%
Basic Materials 1.9%
Healthcare 1.7%
Consumer Defensive 1.0%
Real Estate 0.9%