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IFG Advisors

Latest statistics and disclosures from IFG Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQ, EFA, VOO, CTAS, and represent 45.63% of IFG Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$6.5M), CTAS (+$6.2M), SPY (+$6.0M), QQQ, VOO, MDY, IJR, IWB, BSV, DFAC.
Started 3 new stock positions in ITOT, DFAT, WMT.
Reduced shares in these 10 stocks: EFA, VSS, SGOV, SPSM, TSLA, DFAS, EEM, VBR, PG, DIS.
IFG Advisors was a net buyer of stock by $28M.
IFG Advisors has $386M in assets under management (AUM), dropping by 13.35%.
Central Index Key (CIK): 0001783412

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Portfolio Holdings for IFG Advisors

IFG Advisors holds 127 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	14.1	$54M	+12%	104k	523.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.9	$46M	+4%	103k	444.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	7.9	$31M	-3%	384k	79.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.9	$23M	+8%	48k	480.70	View chart
Cintas Corporation (CTAS)	5.8	$23M	+37%	33k	687.02	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	5.6	$22M	+5%	39k	556.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.1	$20M	+4%	179k	110.52	View chart
Ishares Tr Select Divid Etf (DVY)	3.2	$12M	+3%	101k	123.18	View chart
Ishares Tr Cohen Steer Reit (ICF)	3.0	$12M		201k	57.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$10M		208k	50.17	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.3	$8.8M	-4%	76k	116.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$8.1M	+428%	133k	60.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.9	$7.3M	+9%	95k	76.67	View chart
Apple (AAPL)	1.8	$7.0M		41k	171.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.3	$5.0M		13k	397.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$4.4M		19k	228.59	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$3.9M	+5%	61k	63.33	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$3.8M	+19%	118k	31.95	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.0	$3.7M	+6%	48k	77.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$3.6M	+6%	47k	75.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$3.4M	+23%	12k	288.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$3.0M	+4%	71k	41.77	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.6	$2.5M		58k	43.04	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.3M		20k	116.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.3M	+7%	27k	86.48	View chart
Microsoft Corporation (MSFT)	0.6	$2.2M		5.3k	420.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$2.2M	-10%	21k	100.71	View chart
NVIDIA Corporation (NVDA)	0.5	$2.1M		2.3k	903.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$2.0M		8.2k	249.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.9M		12k	150.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.7M		5.0k	337.05	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.5M		7.6k	200.30	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$1.4M		69k	20.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.4M		6.7k	210.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.4M		3.2k	420.53	View chart
Discover Financial Services (DFS)	0.3	$1.3M		9.9k	131.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.3M		15k	84.09	View chart
Amazon (AMZN)	0.3	$1.2M		6.6k	180.39	View chart
Micron Technology (MU)	0.3	$1.2M		9.8k	117.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.1M		4.2k	259.88	View chart
American Express Company (AXP)	0.3	$1.0M		4.4k	227.67	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$963k	+12%	9.0k	107.60	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.2	$958k	+5%	45k	21.27	View chart
Abbvie (ABBV)	0.2	$948k		5.2k	182.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$930k	+7%	5.1k	182.62	View chart
Meta Platforms Cl A (META)	0.2	$929k		1.9k	485.62	View chart
Home Depot (HD)	0.2	$897k		2.3k	383.55	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$888k		35k	25.44	View chart
Merck & Co (MRK)	0.2	$864k		6.6k	131.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$846k		10k	84.44	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$812k		23k	35.84	View chart
Costco Wholesale Corporation (COST)	0.2	$748k		1.0k	732.96	View chart
Us Bancorp Del Com New (USB)	0.2	$743k		17k	44.70	View chart
Union Pacific Corporation (UNP)	0.2	$742k		3.0k	245.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$738k		2.1k	344.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$717k		3.7k	191.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$715k	+19%	18k	40.90	View chart
Philip Morris International (PM)	0.2	$710k		7.8k	91.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$694k	-3%	11k	62.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$658k		2.5k	260.72	View chart
Morgan Stanley Com New (MS)	0.2	$653k		6.9k	94.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$647k		4.3k	152.26	View chart
Eli Lilly & Co. (LLY)	0.2	$619k	+8%	795.00	777.96	View chart
Johnson & Johnson (JNJ)	0.2	$602k		3.8k	158.19	View chart
Coca-Cola Company (KO)	0.2	$599k		9.8k	61.18	View chart
Tesla Motors (TSLA)	0.2	$588k	-5%	3.3k	175.79	View chart
Fortune Brands (FBIN)	0.2	$583k		6.9k	84.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$565k	+33%	15k	36.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$537k		5.9k	91.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$537k		5.8k	93.18	View chart
Walt Disney Company (DIS)	0.1	$535k	-2%	4.4k	122.36	View chart
United Parcel Service CL B (UPS)	0.1	$503k		3.4k	148.63	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$490k		10k	47.44	View chart
Aon Shs Cl A (AON)	0.1	$489k		1.5k	333.72	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$474k		4.0k	118.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$468k	NEW	4.1k	115.31	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$446k		6.4k	70.00	View chart
Bank of America Corporation (BAC)	0.1	$443k		12k	37.92	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$440k		18k	24.72	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$432k	+16%	8.4k	51.60	View chart
Nike CL B (NKE)	0.1	$424k		4.5k	93.99	View chart
salesforce (CRM)	0.1	$419k		1.4k	301.18	View chart
Honeywell International (HON)	0.1	$400k		2.0k	205.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$385k		2.1k	186.82	View chart
Cisco Systems (CSCO)	0.1	$381k		7.6k	49.91	View chart
Altria (MO)	0.1	$372k		8.5k	43.62	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$368k	+16%	3.6k	102.77	View chart
Marathon Petroleum Corp (MPC)	0.1	$363k	-2%	1.8k	201.50	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$362k		6.3k	57.47	View chart
Citigroup Com New (C)	0.1	$361k		5.7k	63.24	View chart
Northrop Grumman Corporation (NOC)	0.1	$355k		741.00	478.77	View chart
Starbucks Corporation (SBUX)	0.1	$347k		3.8k	91.39	View chart
Bank of New York Mellon Corporation (BK)	0.1	$346k	-2%	6.0k	57.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$342k	+55%	1.9k	179.12	View chart
Procter & Gamble Company (PG)	0.1	$337k	-3%	2.1k	162.25	View chart
CSX Corporation (CSX)	0.1	$333k		9.0k	37.07	View chart
Bristol Myers Squibb (BMY)	0.1	$332k		6.1k	54.23	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$331k		13k	25.06	View chart
Corning Incorporated (GLW)	0.1	$326k		9.9k	32.96	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$316k		3.5k	89.91	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$313k		1.0k	304.71	View chart
Allstate Corporation (ALL)	0.1	$310k		1.8k	173.01	View chart
Thermo Fisher Scientific (TMO)	0.1	$299k		515.00	581.21	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$295k		1.6k	180.47	View chart
Verizon Communications (VZ)	0.1	$293k		7.0k	41.96	View chart
Pfizer (PFE)	0.1	$291k		11k	27.75	View chart
McDonald's Corporation (MCD)	0.1	$287k		1.0k	281.95	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$286k	-2%	3.3k	87.29	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$285k		2.5k	113.45	View chart
Electronic Arts (EA)	0.1	$267k		2.0k	132.65	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$265k	NEW	4.9k	54.43	View chart
Domino's Pizza (DPZ)	0.1	$257k		518.00	496.88	View chart
Invesco Advantage Mun Income Sh Ben Int (VKI)	0.1	$255k		30k	8.50	View chart
Emerson Electric (EMR)	0.1	$255k		2.2k	113.42	View chart
Murphy Usa (MUSA)	0.1	$252k		600.00	419.20	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$252k		2.8k	90.80	View chart
BP Sponsored Adr (BP)	0.1	$251k		6.6k	37.68	View chart
Wells Fargo & Company (WFC)	0.1	$244k	+2%	4.2k	57.95	View chart
Cigna Corp (CI)	0.1	$243k		668.00	363.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$236k		4.7k	50.45	View chart
Wec Energy Group (WEC)	0.1	$219k		2.7k	82.12	View chart
Listed Fd Tr Wahed Dow Jones (UMMA)	0.1	$218k		9.1k	24.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$213k	-6%	5.2k	41.08	View chart
Regions Financial Corporation (RF)	0.1	$212k		10k	21.04	View chart
Wal-Mart Stores (WMT)	0.1	$211k	NEW	3.5k	60.17	View chart
CVS Caremark Corporation (CVS)	0.1	$203k		2.5k	79.76	View chart
Zevra Therapeutics Com New (ZVRA)	0.0	$109k	+44%	19k	5.80	View chart

Past Filings by IFG Advisors

SEC 13F filings are viewable for IFG Advisors going back to 2019

IFG Advisors 2024 Q1 filed April 24, 2024
IFG Advisors 2023 Q4 filed Jan. 29, 2024
IFG Advisors 2023 Q3 filed Oct. 31, 2023
IFG Advisors 2023 Q2 filed July 18, 2023
IFG Advisors 2023 Q1 filed April 28, 2023
IFG Advisors 2022 Q4 filed Jan. 31, 2023
IFG Advisors 2022 Q3 filed Nov. 2, 2022
IFG Advisors 2022 Q2 filed Aug. 1, 2022
IFG Advisors 2022 Q1 restated filed May 18, 2022
IFG Advisors 2022 Q1 filed May 5, 2022
IFG Advisors 2021 Q4 filed Jan. 24, 2022
IFG Advisors 2021 Q3 filed Oct. 26, 2021
IFG Advisors 2021 Q2 filed July 26, 2021
IFG Advisors 2021 Q1 filed April 22, 2021
IFG Advisors 2020 Q4 filed Jan. 28, 2021
IFG Advisors 2020 Q3 filed Nov. 9, 2020

View all past filings

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