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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 27 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Status
521 DEW WISDOMTREE TR 4,092 $252K 0.01% SOLD
522 PSA PUBLIC STORAGE OPER CO Real Estate 969 $251K 0.01% SOLD
523 UBER UBER TECHNOLOGIES INC Technology 3,072 $251K 0.01% SOLD
524 BIIB BIOGEN INC Healthcare 1,425 $251K 0.01% SOLD
525 AROW ARROW FINL CORP Financial Services 7,937 $249K 0.01% SOLD
526 TMO THERMO FISHER SCIENTIFIC INC Healthcare 426 $247K 0.01% SOLD
527 ACMR ACM RESH INC Technology 6,250 $247K 0.01% SOLD
528 WCMI FIRST TR EXCHANGE-TRADED FD 14,418 $245K 0.01% SOLD
529 ICOP ISHARES TR 5,526 $245K 0.01% SOLD
530 VTR VENTAS INC Real Estate 3,158 $244K 0.01% SOLD
531 LIN LINDE PLC Basic Materials 570 $243K 0.01% SOLD
532 PPA INVESCO EXCHANGE TRADED FD T 1,547 $242K 0.01% SOLD
533 FXU FIRST TR EXCHANGE TRADED FD 5,379 $242K 0.01% SOLD
534 IWB ISHARES TR 640 $239K 0.01% SOLD
535 PFFA ETFIS SER TR I 11,070 $239K 0.01% SOLD
536 CGGE CAPITAL GROUP GLOBAL EQUITY 7,521 $238K 0.01% SOLD
537 QUS SPDR SERIES TRUST 1,360 $237K 0.01% SOLD
538 EVTR MORGAN STANLEY ETF TRUST 4,584 $236K 0.01% SOLD
539 IBID ISHARES TR 9,095 $235K 0.01% SOLD
540 ISHARES TR 10,434 $234K 0.01% SOLD
Page 27 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%