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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 86 of 102  ·  2,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 LYG LLOYDS BANKING GROUP PLC Financial Services 712.0 $4K NEW $5.83 +1.6%
1702 UNIT UNITI GROUP LLC Real Estate 360.0 $4K NEW $11.47 -11.6%
1703 UBS UBS GROUP AG Financial Services 83.0 $4K NEW $49.45 +9.9%
1704 IZRL ARK ETF TR 135.0 $4K NEW $30.38 -2.6%
1705 USFD US FOODS HLDG CORP Consumer Defensive 40.0 $4K NEW $102.25 +5.4%
1706 TMC TMC THE METALS COMPANY INC Basic Materials 923.0 $4K NEW $4.43 +14.9%
1707 LITHIUM ARGENTINA AG 489.0 $4K NEW $8.27
1708 TDG TRANSDIGM GROUP INC Industrials 3.0 $4K NEW $1332.00 -10.9%
1709 CEFZ ELEVATION SERIES TRUST 475.0 $4K NEW $8.23 +1.5%
1710 PCY INVESCO EXCH TRADED FD TR II 179.0 $4K NEW $21.66 -2.4%
1711 PRFD PIMCO ETF TR 74.0 $4K NEW $51.34 -1.2%
1712 CRDT SIMPLIFY EXCHANGE TRADED FUN 160.0 $4K NEW $23.52 -0.7%
1713 HLI HOULIHAN LOKEY INC Financial Services 28.0 $4K NEW $134.14 -2.5%
1714 LVS LAS VEGAS SANDS CORP Consumer Cyclical 80.0 $4K NEW $45.94 -3.7%
1715 MARB FIRST TR EXCH TRADED FD III 177.0 $4K NEW $20.64 +2.2%
1716 RL RALPH LAUREN CORP Consumer Cyclical 9.0 $4K NEW $401.44 -12.3%
1717 EXPE EXPEDIA GROUP INC Consumer Cyclical 14.0 $4K NEW $255.93 +24.6%
1718 SLVM SYLVAMO CORP Basic Materials 94.0 $4K NEW $37.87 -3.4%
1719 QCLN FIRST TR EXCHANGE-TRADED FD 58.0 $4K NEW $61.33 -17.6%
1720 ACM AECOM Industrials 50.0 $3K NEW $69.80 -5.1%
Page 86 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%