Portfolio (Quarterly)
Guide ↗
IFG Advisory, LLC
· CIK 0001728319| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TILT | FLEXSHARES TR | — | 577 | $139K | 0.40% | SOLD |
| 2 | MCR | MFS CHARTER INCOME TR | Financial Services | 3,500 | $21K | 0.06% | SOLD |
| 3 | NBH | NEUBERGER MUN FD INC | Financial Services | 2,000 | $20K | 0.06% | SOLD |
| 4 | TER | TERADYNE INC | Technology | 56 | $17K | 0.05% | SOLD |
| 5 | SILA | SILA REALTY TRUST INC | Real Estate | 674 | $16K | 0.05% | SOLD |
| 6 | MTZ | MASTEC INC | Industrials | 48 | $15K | 0.04% | SOLD |
| 7 | — | INNOVATOR ETFS TRUST | — | 500 | $13K | 0.04% | SOLD |
| 8 | CF | CF INDUSTRIES HOLD | Basic Materials | 66 | $9K | 0.03% | SOLD |
| 9 | — | BARK INC | — | 100 | $51.0 | — | SOLD |
| 10 | — | GABELLI EQUITY TR INC | — | 3,300 | $23.0 | — | SOLD |
| 11 | — | BLACKROCK UTILS INFRASTRUCTU | — | 2,624 | $21.0 | — | SOLD |
Sector Allocation
Financial Services
32.6%
Technology
25.1%
Industrials
9.1%
Consumer Cyclical
8.6%
Healthcare
6.4%
Consumer Defensive
5.4%
Energy
3.9%
Communication Services
3.1%
Utilities
2.8%
Basic Materials
1.6%