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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 88 of 119  ·  2,363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 OKTA OKTA INC Technology 104.0 $14K NEW $136.45 +26.7%
1742 SNSR GLOBAL X FDS 284.0 $14K NEW $49.93 -4.1%
1743 BATT AMPLIFY ETF TR 919.0 $14K NEW $15.37 +4.7%
1744 RMD RESMED INC Healthcare 72.0 $14K NEW $195.07 +20.9%
1745 FDP DEL MONTE CORP Consumer Defensive 500.0 $14K NEW $27.91 +4.7%
1746 BROOKFIELD ASSET MANAGMT LTD 310.0 $14K -3K -90.9% $44.91
1747 ENTG ENTEGRIS INC Technology 77.0 $14K NEW $180.30 -19.4%
1748 MPWR MONOLITHIC PWR SYS INC Technology 10.0 $14K +2.0 +25.0% $1383.80 -5.3%
1749 SLVP ISHARES INC 448.0 $14K NEW $30.83 +35.9%
1750 INNOVATOR ETFS TRUST 500.0 $14K $27.61
1751 CVE CENOVUS ENERGY INC Energy 552.0 $14K NEW $24.81 +27.8%
1752 AEE AMEREN CORP Utilities 121.0 $14K NEW $113.04 -5.6%
1753 LBRDK LIBERTY BROADBAND CORP Communication Services 410.0 $14K NEW $33.26 +8.3%
1754 IRM IRON MTN INC DEL Real Estate 107.0 $14K NEW $126.79 -3.2%
1755 CDE COEUR MNG INC Basic Materials 831.0 $14K NEW $16.32 +36.1%
1756 DINO HF SINCLAIR CORP Energy 194.0 $13K NEW $69.55 +39.5%
1757 DFNL DAVIS FUNDAMENTAL ETF TR 272.0 $13K NEW $49.44 +4.7%
1758 THW ABRDN WORLD HEALTHCARE FUND Financial Services 1,000.0 $13K NEW $13.40 +4.6%
1759 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 787.0 $13K NEW $16.96 -18.6%
1760 LCII LCI INDS Consumer Cyclical 126.0 $13K NEW $105.88 -3.4%
Page 88 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%