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Portfolio (Quarterly) Guide ↗

IFG Advisory, LLC

· CIK 0001728319
13F Portfolio $2.9B AUM 2,363 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2039 New 258 Added 11 Reduced 11 Exited
Page 5 of 102  ·  2,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OMC OMNICOM GROUP INC Communication Services 77,846.0 $5.7M 0.20% NEW $72.83 +20.7%
82 VXUS VANGUARD STAR FDS 66,243.0 $5.7M 0.20% NEW $85.49 +2.7%
83 PVAL PUTNAM ETF TRUST 107,738.0 $5.5M 0.19% NEW $50.95 +7.0%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 11,469.0 $5.5M 0.19% NEW $477.57 -12.5%
85 GOOGL ALPHABET INC Communication Services 15,183.0 $5.4M 0.19% NEW $357.38 -4.3%
86 HYD VANECK ETF TRUST 102,800.0 $5.3M 0.18% NEW $51.51 -2.4%
87 FSIG FIRST TR EXCHANGE-TRADED FD 278,822.0 $5.3M 0.18% NEW $18.86 -0.3%
88 VV VANGUARD INDEX FDS 15,141.0 $5.2M 0.18% NEW $343.91 +2.6%
89 JCI JOHNSON CONTROLS INTERNATION Industrials 35,612.0 $5.2M 0.18% NEW $146.11 -1.2%
90 SEIC SEI INVTS CO Financial Services 59,268.0 $5.2M 0.18% NEW $87.71 +26.3%
91 LLY ELI LILLY & CO Healthcare 4,333.0 $5.2M 0.18% NEW $1199.41 -0.8%
92 NUE NUCOR CORP Basic Materials 22,760.0 $5.1M 0.18% NEW $222.75 +13.5%
93 DBMF LITMAN GREGORY FDS TR 164,695.0 $5.0M 0.18% NEW $30.61 +1.5%
94 CB CHUBB LIMITED Financial Services 14,679.0 $5.0M 0.17% NEW $340.74 +0.9%
95 JGRO J P MORGAN EXCHANGE TRADED F 50,427.0 $5.0M 0.17% NEW $98.59 -5.0%
96 HDV ISHARES TR 175,483.0 $4.8M 0.17% NEW $27.41 +8.5%
97 EFV ISHARES TR 62,379.0 $4.8M 0.17% NEW $76.55 +7.4%
98 TSN TYSON FOODS INC Consumer Defensive 83,267.0 $4.8M 0.17% NEW $57.25 -1.2%
99 MS MORGAN STANLEY Financial Services 21,966.0 $4.6M 0.16% NEW $209.04 +2.4%
100 IDMO INVESCO EXCH TRADED FD TR II 75,772.0 $4.6M 0.16% NEW $60.29 +4.7%
Page 5 of 102  ·  2,039 positions

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%