Portfolio (Quarterly)
Guide ↗
IFG Advisory, LLC
· CIK 0001728319| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1641 | — | AIM ETF PRODUCTS TRUST | — | 184.0 | $6K | — | NEW | — | $30.85 | — |
| 1642 | AAL | AMERICAN AIRLINES GROUP INC | Industrials | 312.0 | $6K | — | NEW | — | $18.07 | -24.1% |
| 1643 | IPAY | AMPLIFY ETF TR | — | 122.0 | $6K | — | NEW | — | $46.10 | +13.6% |
| 1644 | — | SPIRE GLOBAL INC | — | 300.0 | $6K | — | NEW | — | $18.60 | — |
| 1645 | ARMK | ARAMARK | Industrials | 98.0 | $6K | — | NEW | — | $56.91 | +3.5% |
| 1646 | ARGX | ARGENX SE | Healthcare | 6.0 | $6K | — | NEW | — | $927.83 | +14.1% |
| 1647 | IBUY | AMPLIFY ETF TR | — | 80.0 | $6K | — | NEW | — | $69.11 | +6.1% |
| 1648 | RIOT | RIOT PLATFORMS INC | Financial Services | 200.0 | $5K | — | NEW | — | $27.38 | -23.7% |
| 1649 | ELS | EQUITY LIFESTYLE PROPERTIES | Real Estate | 84.0 | $5K | — | NEW | — | $64.45 | -0.8% |
| 1650 | CXW | CORECIVIC INC | Real Estate | 178.0 | $5K | — | NEW | — | $30.38 | +11.2% |
| 1651 | SR | SPIRE INC | Utilities | 69.0 | $5K | — | NEW | — | $78.17 | +5.6% |
| 1652 | IEZ | ISHARES TR | — | 200.0 | $5K | — | NEW | — | $26.90 | +10.4% |
| 1653 | — CALL | CLEAR SECURE INC | — | 6.0 | $5K | — | NEW | — | $895.00 | — |
| 1654 | VCRB | VANGUARD MALVERN FDS | — | 69.0 | $5K | — | NEW | — | $77.23 | -1.2% |
| 1655 | ONTO | ONTO INNOVATION INC | Technology | 14.0 | $5K | — | NEW | — | $378.43 | -22.7% |
| 1656 | PJT | PJT PARTNERS INC | Financial Services | 35.0 | $5K | — | NEW | — | $150.97 | +18.3% |
| 1657 | — | ATAIBECKLEY INC | — | 1,000.0 | $5K | — | NEW | — | $5.27 | — |
| 1658 | RSPG | INVESCO EXCHANGE TRADED FD T | — | 53.0 | $5K | — | NEW | — | $97.96 | +14.7% |
| 1659 | SOUN | SOUNDHOUND AI INC | Technology | 800.0 | $5K | — | NEW | — | $6.47 | +11.6% |
| 1660 | SHE | SPDR SERIES TRUST | — | 33.0 | $5K | — | NEW | — | $155.64 | +2.5% |
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%