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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 113 of 119  ·  2,363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 AIZ ASSURANT INC Financial Services 2.0 $539.0 NEW $269.50 +7.1%
2242 CHDN CHURCHILL DOWNS INC Consumer Cyclical 6.0 $538.0 NEW $89.67 -2.3%
2243 BEEM BEAM GLOBAL Energy 400.0 $520.0 NEW $1.30 +31.5%
2244 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 6.0 $515.0 NEW $85.83 +3.6%
2245 GAM GENERAL AMERN INVS CO INC Financial Services 8.0 $510.0 NEW $63.75 +6.0%
2246 DXYZ DESTINY TECH100 INC 19.0 $489.0 NEW $25.74 +34.2%
2247 HOG HARLEY DAVIDSON INC Consumer Cyclical 20.0 $489.0 NEW $24.45 +13.9%
2248 SE SEA LTD Consumer Cyclical 5.0 $479.0 NEW $95.80 +24.3%
2249 OMER OMEROS CORP Healthcare 50.0 $476.0 NEW $9.52 +91.4%
2250 RXST RXSIGHT INC Healthcare 98.0 $472.0 NEW $4.82 +32.5%
2251 OABI OMNIAB INC Healthcare 190.0 $468.0 NEW $2.46 +95.3%
2252 EGUS ISHARES TR 8.0 $467.0 NEW $58.38 -0.7%
2253 NFG NATIONAL FUEL GAS CO Energy 6.0 $463.0 NEW $77.17 +8.2%
2254 RTO RENTOKIL INITIAL PLC Industrials 16.0 $458.0 NEW $28.62 -18.1%
2255 SON SONOCO PRODS CO Consumer Cyclical 8.0 $451.0 NEW $56.38 +2.1%
2256 DDIV FIRST TR EXCHANGE TRADED FD 10.0 $451.0 NEW $45.10 +4.3%
2257 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 108.0 $449.0 NEW $4.16 +94.4%
2258 AUGW AIM ETF PRODUCTS TRUST 13.0 $443.0 NEW $34.08 +1.7%
2259 ARW ARROW ELECTRS INC Technology 2.0 $427.0 NEW $213.50 -3.0%
2260 OSCV ETF SER SOLUTIONS 10.0 $422.0 NEW $42.20 +0.2%
Page 113 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%