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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 25 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Status
481 IGEB ISHARES TR 6,815 $311K 0.01% SOLD
482 JBBB JANUS DETROIT STR TR 6,500 $310K 0.01% SOLD
483 SHOP SHOPIFY INC Technology 1,926 $310K 0.01% SOLD
484 ISRG INTUITIVE SURGICAL INC Healthcare 545 $309K 0.01% SOLD
485 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,203 $308K 0.01% SOLD
486 CGDG CAPITAL GROUP DIVIDEND GROWE 8,618 $307K 0.01% SOLD
487 GOVI INVESCO EXCH TRADED FD TR II 11,088 $305K 0.01% SOLD
488 CL COLGATE PALMOLIVE CO Consumer Defensive 3,863 $305K 0.01% SOLD
489 YUM YUM BRANDS INC Consumer Cyclical 2,009 $304K 0.01% SOLD
490 FULT FULTON FINL CORP PA Financial Services 15,661 $303K 0.01% SOLD
491 BANK AMERICA CORP 240 $300K 0.01% SOLD
492 CALF PACER FDS TR 6,713 $298K 0.01% SOLD
493 SPDW SPDR INDEX SHS FDS 6,619 $294K 0.01% SOLD
494 FLMI FRANKLIN TEMPLETON ETF TR 11,755 $292K 0.01% SOLD
495 SMLF ISHARES TR 3,890 $291K 0.01% SOLD
496 HYG ISHARES TR 3,606 $291K 0.01% SOLD
497 LPLA LPL FINL HLDGS INC Financial Services 811 $290K 0.01% SOLD
498 SNPS SYNOPSYS INC Technology 616 $289K 0.01% SOLD
499 SLB SLB LIMITED Energy 7,519 $289K 0.01% SOLD
500 INTU INTUIT Technology 424 $281K 0.01% SOLD
Page 25 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%