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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 114 of 119  ·  2,363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 LKQ LKQ CORP Consumer Cyclical 16.0 $421.0 NEW $26.31 -2.1%
2262 GJUN FIRST TR EXCHNG TRADED FD VI 10.0 $412.0 NEW $41.20 +1.6%
2263 AGO ASSURED GUARANTY LTD Financial Services 5.0 $401.0 NEW $80.20 -5.3%
2264 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 5.0 $398.0 NEW $79.60 +44.9%
2265 EL LAUDER ESTEE COS INC Consumer Defensive 5.0 $395.0 NEW $79.00 +33.0%
2266 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 5.0 $389.0 NEW $77.80 -10.6%
2267 E ENI SPA Energy 8.0 $375.0 NEW $46.88 +14.3%
2268 RACE FERRARI N V Consumer Cyclical 1.0 $372.0 NEW $372.00 +11.0%
2269 RMTI ROCKWELL MED INC Healthcare 670.0 $369.0 NEW $0.55 +1338.0%
2270 GAMESTOP CORP 16.0 $353.0 NEW $22.06
2271 TDC TERADATA CORP DEL Technology 10.0 $347.0 NEW $34.70 -22.0%
2272 BRBR BELLRING BRANDS INC Consumer Defensive 26.0 $336.0 NEW $12.92 -16.5%
2273 NATL NCR ATLEOS CORPORATION Technology 8.0 $325.0 NEW $40.62 +14.3%
2274 FCG FIRST TR EXCHANGE-TRADED FD 12.0 $320.0 NEW $26.67 +14.8%
2275 PFX PHENIXFIN CORP Financial Services 7.0 $298.0 NEW $42.57 +24.7%
2276 LFEQ VANECK ETF TRUST 5.0 $297.0 NEW $59.40 +2.7%
2277 GNRC GENERAC HLDGS INC Industrials 1.0 $293.0 NEW $293.00 -29.5%
2278 LOGI LOGITECH INTL S A Technology 3.0 $282.0 NEW $94.00 +6.6%
2279 DXC DXC TECHNOLOGY CO Technology 31.0 $275.0 NEW $8.87 +18.9%
2280 AI FINL CORP 460.0 $269.0 NEW $0.58
Page 114 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%