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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 109 of 119  ·  2,363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 TTD THE TRADE DESK INC Technology 78.0 $1K NEW $18.08 -27.9%
2162 MDLN MEDLINE INC Healthcare 35.0 $1K NEW $39.43 -12.3%
2163 TFI SPDR SERIES TRUST 30.0 $1K NEW $45.80 -2.2%
2164 PTC PTC INC Technology 12.0 $1K NEW $113.58 +33.5%
2165 CC CHEMOURS CO Basic Materials 66.0 $1K NEW $20.52 -23.1%
2166 BLDR BUILDERS FIRSTSOURCE INC Industrials 15.0 $1K NEW $89.47 -23.2%
2167 MKSI MKS INC. Technology 3.0 $1K NEW $444.67 -38.9%
2168 IX ORIX CORP Financial Services 35.0 $1K NEW $38.03 +4.5%
2169 BYD BOYD GAMING CORP Consumer Cyclical 15.0 $1K NEW $88.33 -8.7%
2170 NUVEEN REAL ASSET INCOME & G 101.0 $1K NEW $12.96
2171 MTBA SIMPLIFY EXCHANGE TRADED FUN 27.0 $1K NEW $48.41 +0.4%
2172 HRL HORMEL FOODS CORP Consumer Defensive 51.0 $1K NEW $24.82 -4.6%
2173 MJ AMPLIFY ETF TR 49.0 $1K NEW $25.69 +2.2%
2174 DFAW DIMENSIONAL ETF TRUST 15.0 $1K NEW $82.80 +3.1%
2175 LIONSGATE STUDIOS CORP 81.0 $1K NEW $15.31
2176 FMC FMC CORP Basic Materials 104.0 $1K NEW $11.50 -3.7%
2177 FICO FAIR ISAAC CORP Technology 1.0 $1K NEW $1195.00 -5.1%
2178 DECK DECKERS OUTDOOR CORP Consumer Cyclical 12.0 $1K NEW $99.25 -9.9%
2179 JULZ ELEVATION SERIES TRUST 26.0 $1K NEW $45.35 +1.9%
2180 FLS FLOWSERVE CORP Industrials 16.0 $1K NEW $72.94 +13.5%
Page 109 of 119  ·  2,363 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%