IFG Advisors

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

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Positions held by IFG Advisors, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IFG Advisors

Companies in the IFG Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.8 $21M 76k 277.87
Ishares Tr Msci Eafe Etf (EFA) 10.1 $14M +3% 224k 63.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.7 $14M +10% 41k 334.99
Ishares Tr National Mun Etf (MUB) 6.6 $9.3M +10% 80k 115.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.5 $9.1M 27k 338.91
Ishares Tr Core S&p Scp Etf (IJR) 4.8 $6.8M +2% 97k 70.25
Ishares Tr Cohen Steer Reit (ICF) 4.6 $6.5M +8% 64k 101.96
Ishares Tr Select Divid Etf (DVY) 3.6 $5.1M +9% 63k 81.63
Apple (AAPL) 3.3 $4.7M +304% 41k 115.75
Cintas Corporation (CTAS) 3.3 $4.6M +23% 14k 332.88
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.1 $4.4M +6% 108k 40.92
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) 2.7 $3.8M 14k 277.50
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.3 $3.3M 32k 105.28
Vanguard Index Fds Small Cp Etf (VB) 1.5 $2.2M 14k 153.87

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Amazon (AMZN) 0.8 $1.1M 341.00 3146.63
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $910k +23% 26k 35.19
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $871k 15k 57.48
Ishares Tr Russell 2000 Etf (IWM) 0.6 $823k 5.5k 149.88
Paypal Holdings (PYPL) 0.6 $785k 4.0k 196.99
Alphabet Cap Stk Cl A (GOOGL) 0.5 $749k 511.00 1465.75
Exxon Mobil Corporation (XOM) 0.5 $717k 21k 34.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $703k +18% 2.3k 306.85
Disney Walt Com Disney (DIS) 0.5 $700k 5.6k 123.94
Microsoft Corporation (MSFT) 0.5 $699k 3.3k 210.29
JPMorgan Chase & Co. (JPM) 0.5 $686k +2% 7.1k 96.15
Home Depot (HD) 0.5 $674k 2.4k 277.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $666k 3.1k 213.12
Merck & Co (MRK) 0.5 $663k 8.0k 83.07
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $663k +12% 3.8k 176.28
Facebook Cl A (FB) 0.5 $650k 2.5k 261.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $650k 22k 29.23
Fortune Brands (FBHS) 0.4 $628k -65% 7.3k 86.57
Spdr Series Trust S&p 600 Sml Cap (SLY) 0.4 $618k +20% 10k 60.82
Johnson & Johnson (JNJ) 0.4 $602k 4.0k 148.72
Us Bancorp Del Com New (USB) 0.4 $596k 17k 35.88
Ishares Tr Tips Bd Etf (TIP) 0.4 $593k -11% 4.7k 126.49
Nike CL B (NKE) 0.4 $591k 4.7k 125.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $588k +4% 14k 43.40
Union Pacific Corporation (UNP) 0.4 $584k 3.0k 197.03
United Parcel Service CL B (UPS) 0.4 $566k 3.4k 166.67
Philip Morris International (PM) 0.4 $565k 7.6k 74.80
salesforce (CRM) 0.4 $541k 2.2k 251.28
Starbucks Corporation (SBUX) 0.4 $501k 5.8k 86.07
Coca-Cola Company (KO) 0.3 $470k 9.5k 49.28
Netflix (NFLX) 0.3 $434k 866.00 501.15
American Express Company (AXP) 0.3 $432k 4.3k 100.23
Cisco Systems (CSCO) 0.3 $408k 10k 39.31
Electronic Arts (EA) 0.3 $399k 3.1k 130.18
Micron Technology (MU) 0.3 $397k -2% 8.5k 46.95
Citigroup Com New (C) 0.3 $374k 8.7k 43.21
Tesla Motors (TSLA) 0.3 $373k NEW 871.00 428.24
Bristol Myers Squibb (BMY) 0.3 $365k 6.0k 60.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $361k +28% 1.9k 186.37
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $358k +10% 6.2k 58.21
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $358k 1.2k 293.44
Costco Wholesale Corporation (COST) 0.3 $355k 1.0k 355.00
Northrop Grumman Corporation (NOC) 0.3 $354k 1.1k 315.51
Mondelez Intl Cl A (MDLZ) 0.2 $351k 6.1k 57.48
Invesco Advantage Municipal Sh Ben Int (VKI) 0.2 $347k 32k 10.84
Corning Incorporated (GLW) 0.2 $341k 11k 32.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $335k 1.6k 215.02
Honeywell International (HON) 0.2 $333k 2.0k 165.34
Altria (MO) 0.2 $322k 8.3k 38.68
Verizon Communications (VZ) 0.2 $295k 5.0k 59.33
Pfizer (PFE) 0.2 $292k 8.0k 36.66
Alphabet Cap Stk Cl C (GOOG) 0.2 $291k 198.00 1469.70
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $286k 3.6k 80.00
Ishares Tr Rus 1000 Etf (IWB) 0.2 $282k 1.5k 186.88
Vanguard Bd Index Total Bnd Mrkt (BND) 0.2 $277k +16% 3.1k 88.44
Procter & Gamble Company (PG) 0.2 $264k 1.9k 138.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $260k 2.3k 110.87
Wec Energy Group (WEC) 0.2 $259k 2.7k 97.00
NVIDIA Corporation (NVDA) 0.2 $253k NEW 468.00 540.60
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.2 $250k 4.4k 57.46
Abbvie (ABBV) 0.2 $249k +8% 2.8k 88.17
Bank of America Corporation (BAC) 0.2 $248k 10k 24.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $247k 3.1k 79.01
Morgan Stanley Com New (MS) 0.2 $242k 5.0k 48.57
CSX Corporation (CSX) 0.2 $233k 3.0k 77.87
McDonald's Corporation (MCD) 0.2 $221k NEW 1.0k 219.90
Bank of New York Mellon Corporation (BK) 0.2 $218k 6.4k 34.25
At&t (T) 0.2 $213k 7.5k 28.56
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $210k NEW 3.4k 61.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $208k NEW 956.00 217.57
Regions Financial Corporation (RF) 0.1 $116k 10k 11.50

Past Filings by IFG Advisors

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