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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 81 of 102  ·  2,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 FIW FIRST TR EXCHANGE-TRADED FD 66.0 $7K NEW $109.64 +1.2%
1602 MOD MODINE MFG CO Consumer Cyclical 27.0 $7K NEW $267.04 -30.2%
1603 GDXJ VANECK ETF TRUST 73.0 $7K NEW $98.25 +37.2%
1604 FLNC FLUENCE ENERGY INC Utilities 358.0 $7K NEW $19.88 -42.5%
1605 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 500.0 $7K NEW $14.14 +16.1%
1606 XNTK SPDR SERIES TRUST 18.0 $7K NEW $390.67 -6.8%
1607 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 407.0 $7K NEW $17.20 -3.0%
1608 GMAR FIRST TR EXCHNG TRADED FD VI 157.0 $7K NEW $44.24 +1.8%
1609 MARA MARA HOLDINGS INC Financial Services 500.0 $7K NEW $13.89 -14.5%
1610 CNA CNA FINL CORP Financial Services 143.0 $7K NEW $48.50 +0.9%
1611 AVES AMERICAN CENTY ETF TR 105.0 $7K NEW $65.60 +1.3%
1612 SCI SERVICE CORP INTL Consumer Cyclical 91.0 $7K NEW $75.58 +10.4%
1613 GMAB GENMAB A/S Healthcare 250.0 $7K NEW $27.47 +24.1%
1614 UHS UNIVERSAL HLTH SVCS INC Healthcare 45.0 $7K NEW $150.11 +15.0%
1615 MBC MASTERBRAND INC Consumer Cyclical 656.0 $7K NEW $10.29 -15.8%
1616 GAP GAP INC Consumer Cyclical 361.0 $7K NEW $18.68 +11.3%
1617 TU TELUS CORPORATION Communication Services 637.0 $7K NEW $10.57 -7.7%
1618 NAT NORDIC AMERICAN TANKERS LIMI Industrials 1,200.0 $7K NEW $5.54 +22.0%
1619 FFEB FIRST TR EXCHNG TRADED FD VI 109.0 $7K NEW $60.98 +2.4%
1620 CALL PELOTON INTERACTIVE INC 40.0 $7K NEW $166.00
Page 81 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%