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 5 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 SPMD SPDR SERIES TRUST 79,375 $4.6M 0.20% SOLD
82 BINC BLACKROCK ETF TRUST II 85,535 $4.5M 0.20% SOLD
83 ADI ANALOG DEVICES INC Technology 16,343 $4.4M 0.19% SOLD
84 JBND J P MORGAN EXCHANGE TRADED F 79,881 $4.3M 0.19% SOLD
85 DGRS WISDOMTREE TR 87,035 $4.3M 0.19% SOLD
86 JGRO J P MORGAN EXCHANGE TRADED F 46,483 $4.3M 0.19% SOLD
87 VONG VANGUARD SCOTTSDALE FDS 35,398 $4.3M 0.19% SOLD
88 GOOGL ALPHABET INC Communication Services 13,348 $4.2M 0.18% SOLD
89 DLN WISDOMTREE TR 47,108 $4.1M 0.18% SOLD
90 JCI JOHNSON CTLS INTL PLC Industrials 34,574 $4.1M 0.18% SOLD
91 CB CHUBB LIMITED Financial Services 13,261 $4.1M 0.18% SOLD
92 BLK BLACKROCK INC Financial Services 3,771 $4.0M 0.18% SOLD
93 VCIT VANGUARD SCOTTSDALE FDS 48,191 $4.0M 0.18% SOLD
94 HAS HASBRO INC Consumer Cyclical 49,201 $4.0M 0.18% SOLD
95 EFV ISHARES TR 56,236 $4.0M 0.17% SOLD
96 IGF ISHARES TR 64,765 $4.0M 0.17% SOLD
97 CTA SIMPLIFY EXCHANGE TRADED FUN 145,694 $4.0M 0.17% SOLD
98 LLY ELI LILLY & CO Healthcare 3,651 $3.9M 0.17% SOLD
99 ACN ACCENTURE PLC IRELAND Technology 14,535 $3.9M 0.17% SOLD
100 DBC INVESCO DB COMMDY INDX TRCK Financial Services 172,390 $3.9M 0.17% SOLD
Page 5 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%