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Asset Manager ← All Institutions

IFG Advisory, LLC

Q4 2025 · Filed 2026-02-10
Market Value
$2.3B
+4.2%
Holdings
797
+6
New Purchases
45
Added To
390
Closed
62
Reduced
257
Top 10 Concentration
18.2%
Turnover
13.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 2.94% 2.76% +0.18% $67M
CTA 0.17% 0.00% +0.17% $4M
QQQM 0.43% 0.26% +0.17% $10M
DBC 0.17% 0.00% +0.17% $4M
SPYG 0.90% 0.75% +0.15% $20M
FWD 0.12% 0.00% +0.12% $3M
ILOW 0.12% 0.00% +0.12% $3M
IEFA 1.09% 0.98% +0.11% $25M
MU 0.14% 0.04% +0.11% $3M
IEF 0.50% 0.40% +0.09% $11M
VOO 1.64% 1.54% +0.09% $37M
SLYG 0.13% 0.03% +0.09% $3M
NUE 0.15% 0.06% +0.08% $3M
SCHD 0.37% 0.28% +0.08% $8M
GOOG 0.43% 0.36% +0.08% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FTCS 1.13% 1.44% -0.31% $26M
XLF 0.41% 0.59% -0.18% $9M
BBUS 0.61% 0.74% -0.13% $14M
SPTL 0.35% 0.48% -0.13% $8M
NOBL 1.59% 1.71% -0.12% $36M
GTO 0.48% 0.59% -0.11% $11M
IBTF 0.00% 0.10% -0.10% $0
GNTX 0.10% 0.19% -0.09% $2M
CRWV 0.00% 0.09% -0.09% $0
DIA 0.65% 0.73% -0.09% $15M
OMFL 0.96% 1.04% -0.08% $22M
HD 0.28% 0.35% -0.07% $6M
ALL 0.06% 0.14% -0.07% $1M
BIL 0.37% 0.44% -0.07% $9M
BUFF 0.00% 0.06% -0.06% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $591M 25.9%
Large Cap 391 $1.2B 51.3%
Mid Cap 198 $380M 16.6%
Small Cap 111 $129M 5.6%
Micro Cap 28 $12M 0.5%

Portfolio Analytics

Avg Market Cap
$104.3B
Median Market Cap
$15.9B
Avg P/E
32.7
Median P/E
21.5
Avg Dividend Yield
0.03%
Avg Beta
0.90
# Stocks
345
# ETFs / Funds
452

Top Holdings (797 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 2.94% 98,433 $67M $681.92 $7M +7,552 +8.3%
2 QQQ 2.37% 87,972 $54M $614.31 $1M +83 +0.1%
3 VTI 2.21% 150,442 $50M $335.27 $3M +4,421 +3.0%
4 AAPL 1.98% 166,567 $45M $271.86 $3M +26 +0.0%
5 DFAC 1.66% 954,564 $38M $39.59 $271K -18,207 -1.9%
6 VOO 1.64% 59,525 $37M $627.13 $4M +4,367 +7.9%
7 NOBL 1.59% 348,757 $36M $104.07 -$1M -13,791 -3.8%
8 VYM 1.36% 216,947 $31M $143.52 $3M +16,196 +8.1%
9 NVDA 1.30% 158,790 $30M $186.50 $366K +2,031 +1.3%
10 FTCS 1.13% 279,311 $26M $92.51 -$6M -58,208 -17.2%
11 IEFA 1.09% 277,067 $25M $89.46 $3M +31,550 +12.8%
12 SPLG 1.05% 298,724 $24M $80.22 $630K +874 +0.3%
13 OMFL 0.96% 359,903 $22M $61.13 -$793K -18,354 -4.8%
14 MSFT 0.94% 44,407 $21M $483.62 $66K +3,070 +7.4%
15 DFAX 0.90% 626,171 $20M $32.73 $645K -6,380 -1.0%
16 SPYG 0.90% 191,899 $20M $106.70 $4M +34,713 +22.1%
17 AVGO 0.84% 55,733 $19M $346.10 $840K -190 -0.3%
18 FVD 0.80% 395,400 $18M $46.08 -$411K -7,524 -1.9%
19 SPYV 0.78% 313,783 $18M $56.81 $2M +31,925 +11.3%
20 BUFR 0.77% 516,442 $18M $34.26 $136K -8,906 -1.7%
21 XLG 0.73% 280,299 $17M $59.28 $898K +7,028 +2.6%
22 USFR 0.69% 313,678 $16M $50.32 $1M +20,839 +7.1%
23 VTV 0.66% 78,637 $15M $190.99 $710K +1,911 +2.5%
24 DIVB 0.65% 280,108 $15M $53.15 $199K -1,009 -0.4%
25 DIA 0.65% 30,808 $15M $480.56 -$1M -3,856 -11.1%
26 GLTR 0.65% 71,648 $15M $205.60 $2M -7,956 -10.0%
27 QUAL 0.63% 72,840 $14M $198.62 $1M +5,122 +7.6%
28 VUG 0.61% 28,647 $14M $487.87 $596K +750 +2.7%
29 BBUS 0.61% 112,811 $14M $123.31 -$2M -22,029 -16.3%
30 RDVY 0.60% 196,626 $14M $69.47 -$611K -15,540 -7.3%
31 IEMG 0.58% 198,373 $13M $67.22 $1M +14,446 +7.8%
32 TCAF 0.58% 344,120 $13M $38.22 -$171K -9,269 -2.6%
33 AMZN 0.57% 55,994 $13M $230.82 $18K -2,789 -4.7%
34 JPM 0.56% 39,383 $13M $322.22 $890K +1,975 +5.3%
35 LQD 0.55% 113,866 $13M $110.19 $472K +5,541 +5.1%
36 BRK-B 0.53% 24,240 $12M $502.65 -$180K -353 -1.4%
37 MBB 0.53% 127,562 $12M $95.22 $608K +6,292 +5.2%
38 IJR 0.53% 100,964 $12M $120.18 $540K +3,400 +3.5%
39 STIP 0.53% 118,473 $12M $102.39 $227K +3,311 +2.9%
40 DGRW 0.53% 134,239 $12M $89.43 $351K +3,241 +2.5%
41 IJH 0.52% 180,903 $12M $66.00 $257K +1,891 +1.1%
42 VGT 0.52% 15,759 $12M $753.80 -$71K -246 -1.5%
43 WMT 0.52% 106,541 $12M $111.41 $1M +4,249 +4.2%
44 JAAA 0.51% 228,463 $12M $50.58 $677K +14,229 +6.6%
45 IUSG 0.50% 68,617 $12M $167.94 $891K +3,998 +6.2%
46 IVV 0.50% 16,620 $11M $684.94 $486K +338 +2.1%
47 IEF 0.50% 118,345 $11M $96.16 $3M +26,571 +28.9%
48 GTO 0.48% 228,774 $11M $47.42 -$2M -41,887 -15.5%
49 IVW 0.47% 87,670 $11M $123.26 $130K -770 -0.9%
50 GOVT 0.46% 458,126 $11M $23.02 $770K +35,176 +8.3%
51 VIG 0.45% 46,891 $10M $219.78 $281K +433 +0.9%
52 SO 0.44% 114,973 $10M $87.20 -$938K -711 -0.6%
53 GOOG 0.43% 31,529 $10M $313.80 $2M -508 -1.6%
54 QQQM 0.43% 39,103 $10M $252.92 $4M +15,930 +68.7%
55 PLTR 0.43% 55,233 $10M $177.75 -$384K -692 -1.2%
56 DYNF 0.43% 160,943 $10M $60.81 $691K +7,300 +4.8%
57 AMAT 0.42% 37,229 $10M $256.99 $2M +146 +0.4%
58 XLP 0.42% 122,677 $10M $77.68 $2M +26,784 +27.9%
59 XOM 0.41% 78,706 $9M $120.34 $823K +2,005 +2.6%
60 TBIL 0.41% 187,990 $9M $49.88 $1M +21,103 +12.7%
61 ABBV 0.41% 40,885 $9M $228.49 -$203K -337 -0.8%
62 XLF 0.41% 169,678 $9M $54.77 -$4M -70,261 -29.3%
63 AGG 0.40% 92,498 $9M $99.88 -$311K -2,761 -2.9%
64 IUSV 0.40% 89,533 $9M $102.54 $1M +8,437 +10.4%
65 BK 0.40% 78,704 $9M $116.09 $464K -893 -1.1%
66 IWM 0.39% 36,149 $9M $246.16 $574K +1,743 +5.1%
67 VXF 0.38% 41,680 $9M $209.12 $349K +1,712 +4.3%
68 PULS 0.38% 175,757 $9M $49.59 -$556K -10,318 -5.5%
69 SPTI 0.38% 301,794 $9M $28.84 $454K +16,324 +5.7%
70 BOND 0.38% 93,428 $9M $93.08 $288K +3,356 +3.7%
71 FNDF 0.38% 190,834 $9M $45.21 $575K +3,399 +1.8%
72 JNJ 0.37% 41,271 $9M $206.95 $1M +2,369 +6.1%
73 BIL 0.37% 93,328 $9M $91.38 -$1M -12,710 -12.0%
74 GLD 0.37% 21,464 $9M $396.30 -$10K -2,495 -10.4%
75 IVE 0.37% 39,687 $8M $212.07 $475K +1,233 +3.2%
76 SCHD 0.37% 306,423 $8M $27.43 $2M +77,939 +34.1%
77 UNM 0.37% 108,107 $8M $77.50 -$61K -402 -0.4%
78 FUTY 0.37% 151,546 $8M $55.22 -$217K -496 -0.3%
79 FNDE 0.37% 231,802 $8M $36.06 $256K +7,726 +3.5%
80 CGDV 0.36% 190,107 $8M $43.64 $2M +40,357 +26.9%
81 COF 0.36% 33,680 $8M $242.36 $564K -2,066 -5.8%
82 BKNG 0.36% 1,523 $8M $5,355.48 $52K +22 +1.5%
83 JPST 0.35% 159,806 $8M $50.59 $178K +3,957 +2.5%
84 SPTL 0.35% 303,560 $8M $26.47 -$3M -88,260 -22.5%
85 IWF 0.34% 16,516 $8M $473.29 $52K -60 -0.4%
86 TBLL 0.34% 73,355 $8M $105.65 -$764K -7,236 -9.0%
87 XLK 0.33% 51,643 $7M $143.97 -$411K +23,805 +85.5%
88 XLU 0.32% 170,423 $7M $42.69 $366K +91,195 +115.1%
89 CSCO 0.31% 92,358 $7M $77.03 $707K -1,285 -1.4%
90 SPMO 0.31% 59,047 $7M $119.32 -$181K -649 -1.1%
91 SNA 0.30% 19,664 $7M $344.60 $39K +223 +1.1%
92 JNK 0.28% 66,873 $7M $97.21 $145K +2,017 +3.1%
93 HD 0.28% 18,408 $6M $344.10 -$1M -653 -3.4%
94 RTX 0.27% 34,073 $6M $183.40 $642K +562 +1.7%
95 META 0.27% 9,452 $6M $660.11 $225K +1,262 +15.4%
96 DFCF 0.27% 146,422 $6M $42.56 $1M +31,696 +27.6%
97 DISV 0.27% 163,873 $6M $38.00 $291K -2,463 -1.5%
98 DVY 0.27% 44,062 $6M $141.14 $121K +1,149 +2.7%
99 MTUM 0.27% 24,534 $6M $250.31 -$124K +102 +0.4%
100 OSK 0.26% 48,083 $6M $125.63 $90K +2,199 +4.8%

New Positions

SymbolValue% Port
CTA $4M 0.17%
DBC $4M 0.17%
FWD $3M 0.12%
ILOW $3M 0.12%
JEPI $2M 0.07%
FFOG $1M 0.06%
AKRE $1M 0.05%
ICLN $945K 0.04%
C $662K 0.03%
CIEN $597K 0.03%
JHMD $539K 0.02%
UTF $523K 0.02%
IBIH $494K 0.02%
MDGL $491K 0.02%
SBUX $388K 0.02%

Sold Out Positions

SymbolValue% Port
LYV —%
MAIN —%
TROX —%
TWLO —%
ECL —%
LUMN —%
WS —%
WMB —%
CBRE —%
KRP —%
UL —%
KMI —%
PEG —%
PDX —%
VRT —%
View SEC EDGAR Filings for IFG Advisory, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms