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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 3 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 COF CAPITAL ONE FINL CORP Financial Services 33,680 $8.2M 0.36% SOLD
42 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,523 $8.2M 0.35% SOLD
43 J P MORGAN EXCHANGE TRADED F 159,806 $8.1M 0.35% SOLD
44 SPTL SPDR SERIES TRUST 303,560 $8.0M 0.35% SOLD
45 TBLL INVESCO EXCH TRADED FD TR II 73,355 $7.7M 0.34% SOLD
46 XLK SELECT SECTOR SPDR TR 51,643 $7.4M 0.32% SOLD
47 XLU SELECT SECTOR SPDR TR 170,423 $7.3M 0.32% SOLD
48 CSCO CISCO SYS INC Technology 92,358 $7.1M 0.31% SOLD
49 SPMO INVESCO EXCH TRADED FD TR II 59,047 $7.0M 0.31% SOLD
50 SNA SNAP ON INC Industrials 19,664 $6.8M 0.29% SOLD
51 JNK SPDR SERIES TRUST 66,873 $6.5M 0.28% SOLD
52 MTUM ISHARES TR 24,534 $6.1M 0.27% SOLD
53 OSK OSHKOSH CORP Industrials 48,083 $6.0M 0.26% SOLD
54 CHKP CHECK POINT SOFTWARE TECH LT Technology 32,424 $6.0M 0.26% SOLD
55 XLI SELECT SECTOR SPDR TR 38,469 $6.0M 0.26% SOLD
56 FBND FIDELITY MERRIMACK STR TR 129,434 $6.0M 0.26% SOLD
57 VIGI VANGUARD WHITEHALL FDS 64,897 $5.9M 0.26% SOLD
58 SPIB SPDR SERIES TRUST 174,387 $5.9M 0.26% SOLD
59 CGGR CAPITAL GROUP GROWTH ETF 132,543 $5.9M 0.26% SOLD
60 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 70,174 $5.8M 0.25% SOLD
Page 3 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%