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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 7 of 102  ·  2,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 13,458.0 $3.9M 0.14% NEW $293.18 +4.6%
122 IUSB ISHARES TR 85,435.0 $3.9M 0.14% NEW $46.15 -1.1%
123 ROST ROSS STORES INC Consumer Cyclical 18,154.0 $3.9M 0.14% NEW $212.85 +11.0%
124 CMI CUMMINS INC Industrials 5,389.0 $3.8M 0.14% NEW $713.15 -18.9%
125 SPYI NEOS ETF TRUST 71,262.0 $3.8M 0.13% NEW $53.09 +0.8%
126 TROW PRICE T ROWE GROUP INC Financial Services 33,109.0 $3.8M 0.13% NEW $113.69 -1.0%
127 XYL XYLEM INC Industrials 31,679.0 $3.7M 0.13% NEW $118.21 -4.1%
128 BMY BRISTOL-MYERS SQUIBB CO Healthcare 64,156.0 $3.7M 0.13% NEW $57.62 +17.3%
129 XLV SELECT SECTOR SPDR TR 22,615.0 $3.6M 0.13% NEW $158.66 +9.4%
130 NVR NVR INC Consumer Cyclical 524.0 $3.6M 0.12% NEW $6813.40 -6.5%
131 TDTF FLEXSHARES TR 148,853.0 $3.5M 0.12% NEW $23.77 -1.6%
132 MA MASTERCARD INCORPORATED Financial Services 6,885.0 $3.5M 0.12% NEW $513.63 +16.5%
133 FV FIRST TR EXCHANGE TRADED FD 45,523.0 $3.5M 0.12% NEW $75.88 -2.7%
134 AMT AMERICAN TOWER CORP Real Estate 21,040.0 $3.4M 0.12% NEW $163.57 +7.4%
135 MHK MOHAWK INDS INC Consumer Cyclical 28,079.0 $3.4M 0.12% NEW $121.33 +8.9%
136 IMO IMPERIAL OIL LTD Energy 30,411.0 $3.4M 0.12% NEW $112.02 +17.3%
137 FTSM FIRST TR EXCHANGE-TRADED FD 56,552.0 $3.4M 0.12% NEW $59.73 +0.3%
138 CI THE CIGNA GROUP Healthcare 12,081.0 $3.3M 0.12% NEW $275.68 +1.9%
139 FN FABRINET Technology 5,890.0 $3.3M 0.12% NEW $562.08 -22.1%
140 SGOV ISHARES TR 32,886.0 $3.3M 0.12% NEW $100.67 -0.0%
Page 7 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%