Portfolio (Quarterly)
Guide ↗
IFG Advisory, LLC
· CIK 0001728319| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | ILCG | ISHARES TR | — | 13,162.0 | $1.5M | 0.05% | NEW | — | $117.02 | -0.5% |
| 242 | DE | DEERE & CO | Industrials | 2,420.0 | $1.5M | 0.05% | NEW | — | $634.30 | -1.8% |
| 243 | GE | GE AEROSPACE | Industrials | 4,079.0 | $1.5M | 0.05% | NEW | — | $373.73 | -8.3% |
| 244 | PFF | ISHARES TR | — | 49,865.0 | $1.5M | 0.05% | NEW | — | $30.49 | +0.5% |
| 245 | CLIP | GLOBAL X FDS | — | 15,136.0 | $1.5M | 0.05% | NEW | — | $100.34 | -0.0% |
| 246 | CGMM | CAPITAL GROUP EQUITY ETF TR | — | 45,854.0 | $1.5M | 0.05% | NEW | — | $32.97 | +0.6% |
| 247 | BDX | BECTON DICKINSON & CO | Healthcare | 9,975.0 | $1.5M | 0.05% | NEW | — | $151.33 | +24.3% |
| 248 | — | MFS ACTIVE EXCHANGE TRADED F | — | 46,196.0 | $1.5M | 0.05% | NEW | — | $32.48 | — |
| 249 | SCHZ | SCHWAB STRATEGIC TR | — | 64,830.0 | $1.5M | 0.05% | NEW | — | $23.13 | -1.2% |
| 250 | SKYY | FIRST TR EXCHANGE-TRADED FD | — | 11,134.0 | $1.5M | 0.05% | NEW | — | $134.56 | +23.8% |
| 251 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 12,940.0 | $1.5M | 0.05% | NEW | — | $114.88 | +1.4% |
| 252 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 18,578.0 | $1.5M | 0.05% | NEW | — | $79.41 | +4.4% |
| 253 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 38,010.0 | $1.5M | 0.05% | NEW | — | $38.73 | +64.6% |
| 254 | HACK | AMPLIFY ETF TR | — | 14,027.0 | $1.5M | 0.05% | NEW | — | $104.93 | +13.0% |
| 255 | MO | ALTRIA GROUP INC | Consumer Defensive | 19,986.0 | $1.4M | 0.05% | NEW | — | $71.95 | -6.0% |
| 256 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 3,445.0 | $1.4M | 0.05% | NEW | — | $415.58 | -4.9% |
| 257 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 4,236.0 | $1.4M | 0.05% | NEW | — | $334.73 | -3.9% |
| 258 | FYT | FIRST TR EXCHANGE-TRADED ALP | — | 19,854.0 | $1.4M | 0.05% | NEW | — | $69.81 | +3.1% |
| 259 | ITOT | ISHARES TR | — | 8,378.0 | $1.4M | 0.05% | NEW | — | $164.27 | +2.9% |
| 260 | TMSL | T ROWE PRICE EXCHANGE-TRADED | — | 31,045.0 | $1.4M | 0.05% | NEW | — | $43.85 | -0.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%