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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 75 of 102  ·  2,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 AFRM AFFIRM HLDGS INC Technology 150.0 $12K NEW $81.55 -4.7%
1482 IPAC ISHARES TR 149.0 $12K NEW $81.93 +4.3%
1483 BUCK SIMPLIFY EXCHANGE TRADED FUN 519.0 $12K NEW $23.43 -0.5%
1484 SEI EXCHANGE TRADED FUNDS 482.0 $12K NEW $25.17
1485 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 212.0 $12K NEW $57.22 +13.0%
1486 EQIX EQUINIX INC Real Estate 11.0 $12K NEW $1082.09 -3.5%
1487 EVV EATON VANCE LIMITED DURATION Financial Services 1,270.0 $12K NEW $9.37 -2.7%
1488 ROKU ROKU INC Communication Services 86.0 $12K NEW $138.14 +14.1%
1489 FXY INVESCO CURRENCYSHARES Financial Services 210.0 $12K NEW $56.44 +1.4%
1490 APOS APOLLO GLOBAL MGMT INC 100.0 $12K NEW $118.31
1491 STE STERIS PLC Healthcare 56.0 $12K NEW $210.57 +11.0%
1492 CINF CINCINNATI FINL CORP Financial Services 63.0 $12K NEW $186.52 -7.8%
1493 MUR MURPHY OIL CORP Energy 359.0 $12K NEW $32.56 +9.4%
1494 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 1,785.0 $12K NEW $6.54 -4.6%
1495 IYY ISHARES TR 64.0 $12K NEW $182.28 +2.8%
1496 WDAY WORKDAY INC Technology 95.0 $12K NEW $122.42 +67.2%
1497 FERG FERGUSON ENTERPRISES INC Industrials 49.0 $12K NEW $237.33 -3.7%
1498 FAAR FIRST TR EXCHANGE TRAD FD VI 366.0 $12K NEW $31.62 -2.9%
1499 DECW AIM ETF PRODUCTS TRUST 324.0 $12K NEW $35.65 +2.0%
1500 LW LAMB WESTON HLDGS INC Consumer Defensive 266.0 $11K NEW $43.18 +27.3%
Page 75 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%