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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 24 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Status
461 MTH MERITAGE HOMES CORP Consumer Cyclical 5,138 $338K 0.01% SOLD
462 IEI ISHARES TR 2,821 $337K 0.01% SOLD
463 DFNM DIMENSIONAL ETF TRUST 6,984 $336K 0.01% SOLD
464 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,921 $335K 0.01% SOLD
465 NVS NOVARTIS AG Healthcare 2,414 $333K 0.01% SOLD
466 ISHARES TR 14,484 $331K 0.01% SOLD
467 UFPI UFP INDUSTRIES INC Basic Materials 3,621 $330K 0.01% SOLD
468 PANW PALO ALTO NETWORKS INC Technology 1,789 $330K 0.01% SOLD
469 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 8,042 $328K 0.01% SOLD
470 WWD WOODWARD INC Industrials 1,075 $325K 0.01% SOLD
471 WRB BERKLEY W R CORP Financial Services 4,630 $325K 0.01% SOLD
472 SYY SYSCO CORP Consumer Defensive 4,401 $324K 0.01% SOLD
473 EOG EOG RES INC Energy 3,075 $323K 0.01% SOLD
474 WEYS WEYCO GROUP INC Consumer Cyclical 10,517 $322K 0.01% SOLD
475 AEP AMERICAN ELEC PWR CO INC Utilities 2,782 $321K 0.01% SOLD
476 WHR WHIRLPOOL CORP Consumer Cyclical 4,428 $319K 0.01% SOLD
477 SPG SIMON PPTY GROUP INC NEW Real Estate 1,726 $319K 0.01% SOLD
478 GDEC FIRST TR EXCHNG TRADED FD VI 8,357 $316K 0.01% SOLD
479 RSG REPUBLIC SVCS INC Industrials 1,488 $315K 0.01% SOLD
480 BWA BORGWARNER INC Consumer Cyclical 6,916 $312K 0.01% SOLD
Page 24 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%