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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 89 of 102  ·  2,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 31.0 $3K NEW $81.52 +8.7%
1762 ADMA ADMA BIOLOGICS INC Healthcare 300.0 $3K NEW $8.37 +13.3%
1763 SOMNIGROUP INTERNATIONAL INC 32.0 $3K NEW $78.41
1764 CRCL CIRCLE INTERNET GROUP INC Financial Services 40.0 $3K NEW $62.62 +50.5%
1765 BLD TOPBUILD COR Industrials 7.0 $2K NEW $354.57 -0.0%
1766 GPRO GOPRO INC Technology 3,185.0 $2K NEW $0.78 -22.2%
1767 PPC PILGRIMS PRIDE CORP Consumer Defensive 88.0 $2K NEW $28.10 +10.7%
1768 IT GARTNER INC Technology 19.0 $2K NEW $129.63 +51.7%
1769 RDW REDWIRE CORPORATION Industrials 201.0 $2K NEW $12.23 -7.8%
1770 IGLB ISHARES TR 49.0 $2K NEW $49.90 -3.0%
1771 PODD INSULET CORP Healthcare 16.0 $2K NEW $152.25 -5.8%
1772 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 115.0 $2K NEW $21.11 -21.1%
1773 DHF BNY MELLON HIGH YIELD STRATE Financial Services 1,000.0 $2K NEW $2.42 -2.9%
1774 WTRG ESSENTIAL UTILS INC Utilities 63.0 $2K NEW $38.32 +5.8%
1775 OCCIDENTAL PETE CORP 90.0 $2K NEW $26.63
1776 TAN INVESCO EXCH TRADED FD TR II 40.0 $2K NEW $59.15 -15.9%
1777 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 50.0 $2K NEW $47.14 -9.6%
1778 LUNR INTUITIVE MACHINES INC Industrials 110.0 $2K NEW $21.39 -24.4%
1779 PENN PENN ENTERTAINMENT INC Consumer Cyclical 110.0 $2K NEW $21.36 -18.9%
1780 REZI RESIDEO TECHNOLOGIES INC Industrials 74.0 $2K NEW $31.09 -35.7%
Page 89 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%