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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 115 of 119  ·  2,363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 DT DYNATRACE INC Technology 6.0 $263.0 NEW $43.83 +17.7%
2282 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 14.0 $260.0 NEW $18.57 -26.8%
2283 EVT EATON VANCE TAX ADVT DIV INC Financial Services 9.0 $258.0 NEW $28.67 +1.3%
2284 AIA ISHARES TR 2.0 $246.0 NEW $123.00 +12.7%
2285 RMR RMR GROUP INC Real Estate 12.0 $246.0 NEW $20.50 -4.9%
2286 COMMERCE.COM INC 83.0 $246.0 NEW $2.96
2287 WY WEYERHAEUSER CO Real Estate 10.0 $239.0 NEW $23.90 +0.8%
2288 BYND BEYOND MEAT INC Consumer Defensive 300.0 $225.0 NEW $0.75 +1800.0%
2289 ASIX ADVANSIX INC Basic Materials 11.0 $221.0 NEW $20.09 -17.7%
2290 NIO NIO INC Consumer Cyclical 41.0 $207.0 NEW $5.05 -13.4%
2291 SNN SMITH & NEPHEW PLC Healthcare 7.0 $202.0 NEW $28.86 +1.5%
2292 GP GREENPOWER MTR CO INC Consumer Cyclical 119.0 $200.0 NEW $1.68 -6.0%
2293 EQNR EQUINOR ASA Energy 6.0 $188.0 NEW $31.33 +31.8%
2294 COOK TRAEGER INC Consumer Cyclical 2.0 $158.0 NEW $79.00 -28.3%
2295 ALK ALASKA AIR GROUP INC Industrials 3.0 $157.0 NEW $52.33 -17.8%
2296 HRB BLOCK H & R INC Consumer Cyclical 4.0 $152.0 NEW $38.00 +38.6%
2297 MED MEDIFAST INC Consumer Cyclical 14.0 $149.0 NEW $10.64 +14.8%
2298 ELF E L F BEAUTY INC Consumer Defensive 2.0 $148.0 NEW $74.00 +44.6%
2299 DRSK ETF SER SOLUTIONS 5.0 $144.0 NEW $28.80 -1.1%
2300 COTY COTY INC Consumer Defensive 66.0 $143.0 NEW $2.17 +26.5%
Page 115 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%