IFG Advisory

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for IFG Advisory

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust MF Closed and MF Open (FTCS) 4.9 $30M 480k 63.27
Vanguard S&p MF Closed and MF Open (VOO) 3.2 $20M -3% 64k 307.65
Proshares Trust MF Closed and MF Open (NOBL) 3.0 $18M +6% 255k 72.15
Invesco Qqq MF Closed and MF Open (QQQ) 2.7 $17M +5% 60k 277.84
First Trust MF Closed and MF Open (FVD) 2.7 $16M -12% 520k 31.46
SPDR S&P MF Closed and MF Open (SPY) 2.6 $16M +33% 48k 334.88
Apple Common Stock (AAPL) 2.5 $16M +323% 136k 115.81
Vanguard Total MF Closed and MF Open (VTI) 2.3 $14M -8% 82k 170.30
Vanguard High MF Closed and MF Open (VYM) 1.7 $11M +9% 132k 80.93
Ishares Msci MF Closed and MF Open (MTUM) 1.5 $9.2M +8% 63k 147.39
Spdr Gold Common Stock (GLD) 1.4 $8.7M +6% 49k 177.11
First Trust MF Closed and MF Open (FDN) 1.1 $7.1M +6% 37k 188.33
Spdr Dow MF Closed and MF Open (DIA) 1.1 $6.8M +18% 25k 277.48
Ishares Msci MF Closed and MF Open (USMV) 1.1 $6.8M +10% 107k 63.73

Setup an alert

IFG Advisory will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Microsoft Corp Common Stock (MSFT) 1.0 $6.3M 30k 210.33
Ishares Core MF Closed and MF Open (AGG) 1.0 $6.2M +74% 53k 118.05
Ishares 0-5 MF Closed and MF Open (STIP) 1.0 $6.1M +7% 59k 104.05
Jpmorgan MF Closed and MF Open (JPST) 1.0 $6.0M -8% 118k 50.79
Ishares Core MF Closed and MF Open (IJH) 0.9 $5.7M -9% 31k 185.31
Invesco Exchange MF Closed and MF Open (SPLV) 0.9 $5.6M 104k 53.63
Sector Consumer MF Closed and MF Open (XLP) 0.8 $5.0M +25% 79k 64.09
Vanguard Short MF Closed and MF Open (BSV) 0.8 $4.9M -3% 59k 83.05
Home Depot Common Stock (HD) 0.8 $4.7M 17k 277.68
Spdr Portfolio MF Closed and MF Open (SPTL) 0.7 $4.6M +4% 98k 46.73
First Trust MF Closed and MF Open (QTEC) 0.7 $4.4M 38k 117.20
Ishares Core MF Closed and MF Open (IVV) 0.7 $4.4M +20% 13k 336.00
Amazon Common Stock (AMZN) 0.7 $4.2M +15% 1.3k 3148.70
Aberdeen Physical MF Closed and MF Open (GLTR) 0.7 $4.2M +3% 44k 93.96
Ishares Core MF Closed and MF Open (IJR) 0.7 $4.1M +13% 58k 70.23
Vanguard Value MF Closed and MF Open (VTV) 0.7 $4.1M +45% 39k 104.50
First Trust MF Closed and MF Open (FPX) 0.6 $3.8M +2% 40k 96.62
Berkshire Hathaway Common Stock (BRK.B) 0.6 $3.8M -2% 18k 212.91
Vanguard Utilities MF Closed and MF Open (VPU) 0.6 $3.7M +2% 29k 129.09
Southern Company Common Stock (SO) 0.6 $3.7M 67k 54.21
Ishares Select MF Closed and MF Open (DVY) 0.6 $3.6M -31% 44k 81.54
First Trust MF Closed and MF Open (FVC) 0.6 $3.6M +2% 137k 26.20
At&t Common Stock (T) 0.6 $3.5M +5% 124k 28.50
First Trust MF Closed and MF Open (FMB) 0.6 $3.5M +10% 63k 55.59
Vanguard Information MF Closed and MF Open (VGT) 0.6 $3.4M -14% 11k 311.45
SPDR S&P MF Closed and MF Open (MDY) 0.5 $3.4M 9.9k 338.83
Vanguard Dividend MF Closed and MF Open (VIG) 0.5 $3.1M -3% 24k 128.63
First Trust MF Closed and MF Open (SKYY) 0.5 $3.1M +40% 40k 78.49
Abbvie Common Stock (ABBV) 0.5 $3.1M +3% 35k 87.58
X Trackers MF Closed and MF Open (DBEF) 0.5 $3.0M +11% 99k 30.59
Walmart Common Stock (WMT) 0.5 $3.0M 21k 139.88
Ishares Russell MF Closed and MF Open (IWF) 0.5 $3.0M +12% 14k 216.89
Coca Cola Company Common Stock (KO) 0.5 $2.9M 59k 49.37
Amplify Online MF Closed and MF Open (IBUY) 0.5 $2.8M +20% 32k 88.22
Vanguard Large MF Closed and MF Open (VV) 0.5 $2.8M -24% 18k 156.40
Spdr Series MF Closed and MF Open (SDY) 0.5 $2.8M 30k 92.39
Walt Disney Common Stock (DIS) 0.4 $2.7M +2% 22k 124.07
Fidelity Msci MF Closed and MF Open (FUTY) 0.4 $2.7M 72k 37.94
Lowes Companies Common Stock (LOW) 0.4 $2.7M 16k 165.81
Vanguard Growth MF Closed and MF Open (VUG) 0.4 $2.7M -23% 12k 227.59
First Trust MF Closed and MF Open (FYX) 0.4 $2.6M +9% 46k 57.88
Select Utilities MF Closed and MF Open (XLU) 0.4 $2.6M +41% 44k 59.37
Ishares Russell MF Closed and MF Open (IWM) 0.4 $2.5M -5% 17k 149.75
Intl Business Common Stock (IBM) 0.4 $2.4M +7% 20k 121.64
Johnson & Johnson Common Stock (JNJ) 0.4 $2.4M 16k 148.87
Exact Sciences Common Stock (EXAS) 0.4 $2.4M NEW 23k 101.93
Sector Technology MF Closed and MF Open (XLK) 0.4 $2.3M +50% 20k 116.70
Jpmorgan Chase Common Stock (JPM) 0.4 $2.3M 24k 96.25
Cisco Systems Common Stock (CSCO) 0.4 $2.3M +8% 57k 39.37
Exxon Mobil Common Stock (XOM) 0.3 $2.1M -6% 62k 34.33
Cvs Health Common Stock (CVS) 0.3 $2.1M +5% 37k 58.40
Flexshares Iboxx MF Closed and MF Open (TDTT) 0.3 $2.1M +13% 81k 25.85
Vanguard Mid MF Closed and MF Open (VOT) 0.3 $2.0M +15% 11k 180.10
Ishares Msci MF Closed and MF Open (EEM) 0.3 $2.0M 45k 44.07
Amgen Common Stock (AMGN) 0.3 $2.0M +2% 7.7k 254.18
Proshares Russell MF Closed and MF Open (SMDV) 0.3 $1.9M +4% 41k 47.14
Co-diagnostics Common Stock (CODX) 0.3 $1.9M +134% 143k 13.58
Veeva Systems Common Stock (VEEV) 0.3 $1.9M -23% 6.9k 281.15
Tesla Common Stock (TSLA) 0.3 $1.9M +366% 4.4k 428.86
Put 6 Spdr S&p 500 Etf T Listed Options Put Option 0.3 $1.9M NEW 1.4k 1306.46
Mcdonalds Corp Common Stock (MCD) 0.3 $1.9M +4% 8.5k 219.49
Jp Morgan MF Closed and MF Open (JMST) 0.3 $1.9M 37k 50.98
First Trust MF Closed and MF Open (FTSM) 0.3 $1.9M +5% 31k 60.00
Sector Healthcare MF Closed and MF Open (XLV) 0.3 $1.9M -11% 18k 105.45
Verizon Communications Common Stock (VZ) 0.3 $1.9M 31k 59.46
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.3 $1.8M +175% 19k 95.78
Intel Corp Common Stock (INTC) 0.3 $1.8M +9% 35k 51.78
Pepsico Common Stock (PEP) 0.3 $1.7M 13k 138.53
Comcast Corp Common Stock (CMCSA) 0.3 $1.7M +20% 37k 46.25
Duke Energy Common Stock (DUK) 0.3 $1.7M +7% 19k 88.55
Sector Financial MF Closed and MF Open (XLF) 0.3 $1.7M -15% 71k 24.06
Ishares Expanded MF Closed and MF Open (IGV) 0.3 $1.7M +16% 5.4k 311.07
General Mills Common Stock (GIS) 0.3 $1.7M +5% 27k 61.67
Pacer Us MF Closed and MF Open (COWZ) 0.3 $1.7M +35% 59k 28.18
Emerson Electric Common Stock (EMR) 0.3 $1.7M -2% 25k 65.55
First Trust MF Closed and MF Open (LMBS) 0.3 $1.7M +6% 32k 51.65
Aflac Common Stock (AFL) 0.3 $1.7M 45k 36.34
American Tower Common Stock (AMT) 0.3 $1.6M +5% 6.8k 241.65
American Express Common Stock (AXP) 0.3 $1.6M +4% 16k 100.23
Ark Innovation MF Closed and MF Open (ARKK) 0.3 $1.6M +29% 17k 91.95
Procter & Gamble Common Stock (PG) 0.3 $1.6M -19% 11k 138.97
First Trust MF Closed and MF Open (FPE) 0.2 $1.5M -2% 79k 19.17
Broadcom Common Stock (AVGO) 0.2 $1.5M +5% 4.1k 364.23
Pfizer Common Stock (PFE) 0.2 $1.5M +2% 41k 36.69
Cognizant Tech Common Stock (CTSH) 0.2 $1.5M +3% 21k 69.42
Target Corp Common Stock (TGT) 0.2 $1.5M -2% 9.2k 157.33
Schwab Fundamental MF Closed and MF Open (FNDF) 0.2 $1.5M +12% 59k 24.57
Analog Devices Common Stock (ADI) 0.2 $1.4M +6% 12k 116.71
Amerisourcebergen Corp Common Stock (ABC) 0.2 $1.4M +10% 15k 96.89
Raytheon Technologies Common Stock (RTX) 0.2 $1.4M +6% 25k 57.50
Medtronic Common Stock (MDT) 0.2 $1.4M +6% 14k 103.89
3m Company Common Stock (MMM) 0.2 $1.4M +8% 8.8k 160.09
Fedex Corp Common Stock (FDX) 0.2 $1.4M -8% 5.6k 251.56
Ishares U S MF Closed and MF Open (IYH) 0.2 $1.4M -12% 6.2k 227.06
Ishares S&p MF Closed and MF Open (IJJ) 0.2 $1.4M -4% 10k 134.83
Eastman Chemical Common Stock (EMN) 0.2 $1.4M 18k 78.08
Spdr Ssga MF Closed and MF Open (GAL) 0.2 $1.3M 35k 38.93
Templeton Global MF Closed and MF Open (GIM) 0.2 $1.3M +2% 248k 5.35
First Trust MF Closed and MF Open (FIXD) 0.2 $1.3M +6% 24k 55.01
Honeywell Intl Common Stock (HON) 0.2 $1.3M +4% 8.0k 164.55
First Trust MF Closed and MF Open (FV) 0.2 $1.3M -38% 39k 34.10
Chevron Corp Common Stock (CVX) 0.2 $1.3M -3% 18k 72.00
Vanguard Total MF Closed and MF Open (BND) 0.2 $1.3M +19% 15k 88.19
General Dynamics Common Stock (GD) 0.2 $1.3M +7% 9.2k 138.40
Mckesson Corp Common Stock (MCK) 0.2 $1.3M +7% 8.4k 148.94
Ishares S&p MF Closed and MF Open (IJK) 0.2 $1.2M -20% 5.2k 239.09
Alphabet Common Stock (GOOG) 0.2 $1.2M 840.00 1469.05
Philip Morris Common Stock (PM) 0.2 $1.2M +27% 16k 74.93
Legg Mason MF Closed and MF Open (LVHD) 0.2 $1.2M -27% 41k 29.61
Facebook Common Stock (FB) 0.2 $1.2M -14% 4.6k 261.74
First Trust MF Closed and MF Open (FTXL) 0.2 $1.2M +11% 25k 47.63
Qualcomm Common Stock (QCOM) 0.2 $1.2M 9.9k 117.59
Invesco Exchange MF Closed and MF Open (XMLV) 0.2 $1.2M +9% 28k 41.66
Price T Common Stock (TROW) 0.2 $1.2M 9.0k 128.19
Nextera Energy Common Stock (NEE) 0.2 $1.1M 4.1k 277.34
Gentex Corp Common Stock (GNTX) 0.2 $1.1M +4% 44k 25.74
First Trust MF Closed and MF Open (FBT) 0.2 $1.1M +28% 7.2k 157.20
Schwab Fundamental MF Closed and MF Open (FNDE) 0.2 $1.1M +10% 46k 23.70
Air Products Common Stock (APD) 0.2 $1.1M +8% 3.6k 297.79
Ishares Iboxx MF Closed and MF Open (LQD) 0.2 $1.1M +51% 8.0k 134.65
Ishares Core MF Closed and MF Open (IXUS) 0.2 $1.1M 18k 58.33
Dominion Energy Common Stock (D) 0.2 $1.1M 13k 78.92
Accenture Common Stock (ACN) 0.2 $1.0M 4.6k 225.88
Ishares Msci MF Closed and MF Open (EFA) 0.2 $1.0M 16k 63.60
Ishares Morningstar MF Closed and MF Open (JKD) 0.2 $1.0M 5.3k 194.83
Merck & Company Common Stock (MRK) 0.2 $1.0M +6% 13k 82.93
Abb Common Stock (ABT) 0.2 $1.0M +277% 40k 25.43
Tjx Cos Common Stock (TJX) 0.2 $1.0M 18k 55.61
U S Bancorp De Common Stock (USB) 0.2 $1.0M +9% 29k 35.85
Ishares Technology MF Closed and MF Open (IYW) 0.2 $1.0M +32% 3.4k 300.86
Dollar Genl Common Stock (DG) 0.2 $1.0M +4% 4.8k 209.46
Spdr Bloomberg MF Closed and MF Open (JNK) 0.2 $1.0M +168% 9.7k 104.22
Vanguard Long MF Closed and MF Open (BLV) 0.2 $1.0M +6% 9.1k 111.82
Blackrock Common Stock (BLK) 0.2 $1.0M +7% 1.8k 563.16
Ishares S&p MF Closed and MF Open (IUSG) 0.2 $1.0M +6% 13k 79.94
Eaton Corp Common Stock (ETN) 0.2 $983k 9.6k 101.94
Ishares Short MF Closed and MF Open (SUB) 0.2 $981k +16% 9.1k 108.05
Msc Indl Common Stock (MSM) 0.2 $979k 16k 63.27
Ishares Esg MF Closed and MF Open (ESGU) 0.2 $975k +16% 13k 76.15
Invesco Buyback MF Closed and MF Open (PKW) 0.2 $972k -8% 16k 60.13
Capital One Common Stock (COF) 0.2 $969k +9% 14k 71.80
Ishares Nasdaq MF Closed and MF Open (IBB) 0.2 $966k +26% 7.1k 135.35
First Trust MF Closed and MF Open (FEM) 0.2 $966k +19% 45k 21.64
Ishares Tips MF Closed and MF Open (TIP) 0.2 $965k 7.6k 126.46
Invesco S&p MF Closed and MF Open (XSLV) 0.2 $952k +2% 29k 33.20
Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $948k -7% 23k 40.89
Bank America Common Stock (BAC) 0.2 $939k +14% 39k 24.07
Chubb Common Stock (CB) 0.2 $939k +9% 8.1k 116.10
First Trust MF Closed and MF Open (CIBR) 0.2 $933k +83% 27k 34.80
Consumer Discretionary MF Closed and MF Open (XLY) 0.2 $931k -7% 6.3k 146.91
Ishares Russell MF Closed and MF Open (IWV) 0.1 $922k -3% 4.7k 195.55
Texas Instruments Common Stock (TXN) 0.1 $911k 6.4k 142.72
Polaris Common Stock (PII) 0.1 $904k 9.6k 94.31
Ishares Core MF Closed and MF Open (IEMG) 0.1 $903k 17k 52.75
Sector Industrial MF Closed and MF Open (XLI) 0.1 $898k -13% 12k 76.90
Ishares National MF Closed and MF Open (MUB) 0.1 $898k +15% 7.8k 115.83
Cummins Common Stock (CMI) 0.1 $888k -12% 4.2k 211.03
First Trust MF Closed and MF Open (FDL) 0.1 $884k +2% 34k 26.05
Eaton Vance Common Stock (EV) 0.1 $872k +37% 23k 38.15
Invesco S&p MF Closed and MF Open (IDLV) 0.1 $871k +4% 31k 28.43
First Trust MF Closed and MF Open (FTSL) 0.1 $870k +31% 19k 45.98
Costco Wholesale Common Stock (COST) 0.1 $863k 2.4k 355.00
Ishares U S MF Closed and MF Open (PFF) 0.1 $855k 24k 36.44
Enbridge Common Stock (ENB) 0.1 $853k +8% 29k 29.18
Unitedhealth Group Common Stock (UNH) 0.1 $822k +9% 2.6k 311.84
Lci Inds Common Stock (LCII) 0.1 $806k 7.6k 106.22
Coca-cola European Common Stock (CCEP) 0.1 $803k NEW 21k 38.77
Janus Detroit MF Closed and MF Open (JSMD) 0.1 $798k +17% 15k 51.69
Altria Group Common Stock (MO) 0.1 $791k +21% 21k 38.63
Ishares Msci MF Closed and MF Open (EFG) 0.1 $761k +48% 8.5k 89.78
Principal Financial Common Stock (PFG) 0.1 $761k +174% 19k 40.25
Ishares Aerospace MF Closed and MF Open (ITA) 0.1 $757k -34% 4.8k 158.40
Clorox Company Common Stock (CLX) 0.1 $754k 3.6k 209.97
Ishares Ibonds MF Closed and MF Open (IBDL) 0.1 $752k +43% 30k 25.22
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $742k 9.4k 78.91
First Trust MF Closed and MF Open (FTC) 0.1 $735k +11% 8.8k 83.94
Ishares Core MF Closed and MF Open (HDV) 0.1 $731k -7% 9.1k 80.42
Pure Storage Common Stock (PSTG) 0.1 $729k 47k 15.38
Alphabet Common Stock (GOOGL) 0.1 $712k +4% 486.00 1465.02
Johnson Controls Common Stock (JCI) 0.1 $702k 17k 40.84
Union Pacific Corp Common Stock (UNP) 0.1 $701k 3.6k 196.74
United Parcel Common Stock (UPS) 0.1 $695k 4.2k 166.59
Spdr Doubleline MF Closed and MF Open (TOTL) 0.1 $691k NEW 14k 49.30
Global X MF Closed and MF Open (QYLD) 0.1 $687k +12% 32k 21.53
Global Payments Common Stock (GPN) 0.1 $687k -3% 3.9k 177.43
Norfolk Southern Common Stock (NSC) 0.1 $666k +9% 3.1k 213.74
Ishares Msci MF Closed and MF Open (QUAL) 0.1 $665k +4% 6.4k 103.74
Schwab Charles Common Stock (SCHW) 0.1 $656k 18k 36.18
Anthem Common Stock (ANTM) 0.1 $655k +28% 2.4k 268.44
Invesco Bulletshares MF Closed and MF Open (BSCL) 0.1 $643k 30k 21.30
Wisdomtree Floating MF Closed and MF Open (USFR) 0.1 $637k +71% 25k 25.10
Ishares Silver Common Stock (SLV) 0.1 $635k -8% 29k 21.62
Cambria Tail MF Closed and MF Open (TAIL) 0.1 $623k -75% 29k 21.60
Vaneck Vectors MF Closed and MF Open (GDX) 0.1 $617k -26% 16k 39.10
Royal Caribbean Common Stock (RCL) 0.1 $615k 9.5k 64.63
Pacer Benchmark MF Closed and MF Open (SRVR) 0.1 $606k +103% 17k 35.28
Automatic Data Common Stock (ADP) 0.1 $601k 4.3k 139.41
Invesco Common Stock (IVZ) 0.1 $599k 53k 11.40
Vanguard Ftse MF Closed and MF Open (VEU) 0.1 $594k -7% 12k 50.44
Cardinal Health Common Stock (CAH) 0.1 $591k 13k 46.92
First Trust MF Closed and MF Open (TDIV) 0.1 $586k 13k 43.77
FS KKR Common Stock (FSKR) 0.1 $584k +212% 40k 14.69
Cambria Global MF Closed and MF Open (GVAL) 0.1 $577k +8% 34k 17.23
Spdr Portfolio MF Closed and MF Open (SPYD) 0.1 $576k -17% 21k 27.39
First Trust MF Closed and MF Open (FXL) 0.1 $571k +9% 6.3k 90.88
Boeing Company Common Stock (BA) 0.1 $567k -31% 3.4k 165.02
Visa Common Stock (V) 0.1 $567k 2.8k 199.65
Ishares U S MF Closed and MF Open (IYJ) 0.1 $558k -13% 3.3k 167.17
Alps Riverfront MF Closed and MF Open (RIGS) 0.1 $549k -16% 22k 24.48
Ishares Core MF Closed and MF Open (IEFA) 0.1 $544k +48% 9.0k 60.23
Salesforce.com Common Stock (CRM) 0.1 $539k +4% 2.1k 250.93
Ishares U S MF Closed and MF Open (GOVT) 0.1 $534k +44% 19k 27.94
Borg Warner Common Stock (BWA) 0.1 $531k +3% 14k 38.73
Franklin Resources Common Stock (BEN) 0.1 $521k +16% 26k 20.35
First Horizon Common Stock (FHN) 0.1 $516k NEW 55k 9.43
Ishares Ibonds MF Closed and MF Open (IBDN) 0.1 $516k +11% 20k 25.62
Autodesk Common Stock (ADSK) 0.1 $513k 2.2k 230.77
Mondelez International Common Stock (MDLZ) 0.1 $511k -7% 8.9k 57.43
Becton Dickinson Common Stock (BDX) 0.1 $498k +5% 2.1k 232.49
First Trust MF Closed and MF Open (FNY) 0.1 $492k +6% 9.2k 53.47
Invesco Bulletshares MF Closed and MF Open (BSCK) 0.1 $490k 23k 21.21
Trane Technologies Common Stock (TT) 0.1 $488k 4.0k 121.03
Osi Oshares MF Closed and MF Open (OGIG) 0.1 $486k 11k 44.02
First Trust MF Closed and MF Open (RDVY) 0.1 $484k -7% 15k 32.67
Stryker Corp Common Stock (SYK) 0.1 $483k 2.3k 208.19
Starbucks Corp Common Stock (SBUX) 0.1 $478k 5.6k 85.79
Paypal Holdings Common Stock (PYPL) 0.1 $478k -10% 2.4k 196.79
Ishares Ibonds MF Closed and MF Open (IBDM) 0.1 $471k +39% 19k 25.04
Kimberly Clark Common Stock (KMB) 0.1 $471k +3% 3.2k 147.51
Lockheed Martin Common Stock (LMT) 0.1 $470k +2% 1.2k 383.05
Ishares Msci MF Closed and MF Open (EFAV) 0.1 $464k -15% 6.8k 68.02
Ark Next MF Closed and MF Open (ARKW) 0.1 $458k NEW 4.2k 108.40
Robert Half Common Stock (RHI) 0.1 $457k +25% 8.6k 52.90
Berkley W R Common Stock (WRB) 0.1 $453k -7% 7.4k 61.03
Ishares Esg MF Closed and MF Open (ESGE) 0.1 $451k +20% 13k 35.57
Spdr Portfolio MF Closed and MF Open (SPSB) 0.1 $448k NEW 14k 31.35
Wisdomtree U S MF Closed and MF Open (DLN) 0.1 $448k +31% 4.6k 96.84
Vanguard Municipal MF Closed and MF Open (VTEB) 0.1 $440k +29% 8.1k 54.33
Schwab Us MF Closed and MF Open (SCHD) 0.1 $437k +3% 7.9k 55.23
Anheuser Busch Common Stock (BUD) 0.1 $436k +16% 8.1k 53.87
Synchrony Financial Common Stock (SYF) 0.1 $434k +12% 17k 26.13
Vanguard Health MF Closed and MF Open (VHT) 0.1 $431k -36% 2.1k 203.59
Davita Common Stock (DVA) 0.1 $431k 5.0k 85.62
FS KKR Common Stock (FSK) 0.1 $424k -5% 27k 15.86
Travelers Cos Common Stock (TRV) 0.1 $420k 3.9k 108.08
Bristol Myers Common Stock (BMY) 0.1 $420k +5% 7.0k 60.17
Compass Mnrls Common Stock (CMP) 0.1 $417k 7.0k 59.30
Wisdomtree Intl MF Closed and MF Open (DOL) 0.1 $413k +9% 10k 41.31
Omnicom Group Common Stock (OMC) 0.1 $409k +3% 8.3k 49.49
Invesco Bulletshares MF Closed and MF Open (BSCM) 0.1 $406k +39% 19k 21.80
Wisdomtree U S MF Closed and MF Open (DHS) 0.1 $403k -9% 6.5k 62.36
Aberdeen Physical MF Closed and MF Open (SIVR) 0.1 $398k -5% 18k 22.48
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.1 $396k +10% 3.6k 110.80
Ishares Core MF Closed and MF Open (IUSV) 0.1 $396k +7% 7.3k 54.28
Check Point Common Stock (CHKP) 0.1 $395k +51% 3.3k 120.28
Ishares Gold Common Stock (IAU) 0.1 $395k -31% 22k 17.96
Deere & Co Common Stock (DE) 0.1 $393k +6% 1.8k 221.53
Nvidia Corp Common Stock (NVDA) 0.1 $393k +21% 727.00 540.58
Discover Financial Common Stock (DFS) 0.1 $392k +15% 6.8k 57.72
Netflix Common Stock (NFLX) 0.1 $390k 781.00 499.36
Danaher Corp Common Stock (DHR) 0.1 $387k -33% 1.8k 215.24
Northrop Grumman Common Stock (NOC) 0.1 $385k 1.2k 314.80
Ishares Russell MF Closed and MF Open (IWD) 0.1 $381k +24% 3.2k 118.10
British Amern Common Stock (BTI) 0.1 $380k +7% 11k 36.08
Vanguard Financials MF Closed and MF Open (VFH) 0.1 $374k -3% 6.4k 58.42
Ishares S&p MF Closed and MF Open (IJT) 0.1 $373k 2.1k 176.19
Discovery Common Stock (DISCK) 0.1 $373k 19k 19.57
Invesco Multi Common Stock (DBA) 0.1 $372k 25k 14.72
Reliance Steel Common Stock (RS) 0.1 $371k NEW 3.6k 101.81
Sector Energy MF Closed and MF Open (XLE) 0.1 $370k -11% 12k 29.89
Ishares Msci MF Closed and MF Open (EFV) 0.1 $369k 9.2k 40.29
Biogen Common Stock (BIIB) 0.1 $366k +30% 1.3k 283.28
Caterpillar Common Stock (CAT) 0.1 $366k +3% 2.5k 148.90
Truist Financial Common Stock (TFC) 0.1 $360k -3% 9.5k 38.02
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $358k +12% 23k 15.75
Ishares Russ MF Closed and MF Open (IWS) 0.1 $357k -5% 4.4k 80.75
Delta Airlines Common Stock (DAL) 0.1 $356k -19% 12k 30.51
Bank New York Common Stock (BK) 0.1 $355k +15% 10k 34.26
Ishares Global MF Closed and MF Open (IXN) 0.1 $355k +31% 1.3k 263.35
Regions Financial Common Stock (RF) 0.1 $353k -3% 31k 11.53
Vanguard Small MF Closed and MF Open (VBK) 0.1 $353k 1.6k 214.85
Lamar Advertising Common Stock (LAMR) 0.1 $345k 5.2k 66.17
Nike Common Stock (NKE) 0.1 $343k +4% 2.7k 125.32
Laboratory Corp Common Stock (LH) 0.1 $339k -2% 1.8k 188.02
Oracle Corp Common Stock (ORCL) 0.1 $337k +7% 5.7k 59.56
First Trust MF Closed and MF Open (FPXI) 0.1 $334k NEW 5.9k 56.80
Welltower Common Stock (WELL) 0.1 $332k -12% 6.0k 55.04
Vanguard Small MF Closed and MF Open (VBR) 0.1 $332k +7% 3.0k 110.56
Vanguard Mid MF Closed and MF Open (VOE) 0.1 $331k -13% 3.3k 101.22
Vanguard Intermediate MF Closed and MF Open (VGIT) 0.1 $328k NEW 4.7k 70.28
Morgan Stanley Common Stock (MS) 0.1 $328k -3% 6.8k 48.28
Vanguard S&p MF Closed and MF Open (IVOG) 0.1 $327k 2.2k 148.97
Ishares Global MF Closed and MF Open (IXC) 0.1 $326k +33% 20k 16.39
Ishares Core MF Closed and MF Open (IUSB) 0.1 $325k +5% 6.0k 54.33
Illinois Tool Common Stock (ITW) 0.1 $325k -3% 1.7k 193.22
Ecolab Common Stock (ECL) 0.1 $325k 1.6k 199.26
Uber Technologies Common Stock (UBER) 0.1 $324k -27% 8.9k 36.46
Goldman Sachs Common Stock (GS) 0.1 $322k 1.6k 200.37
Otis Worldwide Common Stock (OTIS) 0.1 $320k -2% 5.1k 62.29
Invesco Exchange MF Closed and MF Open (PXH) 0.1 $320k +2% 18k 17.51
Novartis Common Stock (NVS) 0.1 $317k 3.7k 86.73
Carrier Global Common Stock (CARR) 0.1 $315k -2% 10k 30.48
Graniteshares Gold MF Closed and MF Open (BAR) 0.1 $314k 17k 18.71
Dupont De Common Stock (DD) 0.1 $311k -4% 5.6k 55.36
Grainger W W Common Stock (GWW) 0.1 $309k +6% 867.00 356.40
Ishares U S MF Closed and MF Open (IHI) 0.0 $308k +35% 1.0k 299.61
Vanguard Mid MF Closed and MF Open (VO) 0.0 $305k -6% 1.7k 175.89
Pimco 25 MF Closed and MF Open (ZROZ) 0.0 $305k +43% 1.8k 170.68
Ishares Ibonds MF Closed and MF Open (IBDO) 0.0 $300k +24% 11k 26.22
Vanguard Ftse MF Closed and MF Open (VGK) 0.0 $298k -20% 5.7k 52.42
Vanguard International MF Closed and MF Open (VIGI) 0.0 $294k NEW 4.1k 71.85
Whirlpool Corp Common Stock (WHR) 0.0 $293k -9% 1.6k 183.58
Sysco Corp Common Stock (SYY) 0.0 $290k 4.7k 62.09
Public Storage Common Stock (PSA) 0.0 $288k 1.3k 222.57
Wells Fargo Common Stock (WFC) 0.0 $286k -40% 12k 23.46
Ishares Msci MF Closed and MF Open (VLUE) 0.0 $283k NEW 3.8k 73.76
Crown Castle Common Stock (CCI) 0.0 $281k 1.7k 165.98
Phillips 66 Common Stock (PSX) 0.0 $281k +43% 5.4k 51.69
Comerica Common Stock (CMA) 0.0 $281k 7.4k 38.18
Ishares Ultra MF Closed and MF Open (ICSH) 0.0 $280k -56% 5.6k 50.45
Stag Industrial Common Stock (STAG) 0.0 $277k 9.1k 30.42
Genuine Parts Common Stock (GPC) 0.0 $277k 2.9k 94.99
Ishares Russell MF Closed and MF Open (IWO) 0.0 $276k -3% 1.2k 221.33
Entergy Corp Common Stock (ETR) 0.0 $275k +3% 2.8k 98.50
Spdr Ssga MF Closed and MF Open (RLY) 0.0 $275k NEW 13k 21.82
Wisdomtree Emerging MF Closed and MF Open (DEM) 0.0 $271k +11% 7.7k 35.24
Ishares Core MF Closed and MF Open (ITOT) 0.0 $270k -16% 3.6k 75.42
Flexshares Iboxx MF Closed and MF Open (TDTF) 0.0 $267k -20% 9.7k 27.47
First Trust MF Closed and MF Open (NXTG) 0.0 $266k -20% 4.5k 59.11
Keycorp Common Stock (KEY) 0.0 $266k 22k 11.90
Select Sector MF Closed and MF Open (XLC) 0.0 $264k NEW 4.4k 59.39
Wisdomtree U S MF Closed and MF Open (DES) 0.0 $260k +18% 12k 21.00
Wisdomtree U S MF Closed and MF Open (DON) 0.0 $259k -6% 9.0k 28.86
Innovator Ibd MF Closed and MF Open (FFTY) 0.0 $258k -36% 6.9k 37.25
Raymond James Common Stock (RJF) 0.0 $257k 3.5k 72.58
Ishares Msci MF Closed and MF Open (SCZ) 0.0 $256k 4.3k 58.92
Ishares Morningstar MF Closed and MF Open (JKH) 0.0 $256k 800.00 320.00
Invesco Ultra MF Closed and MF Open (GSY) 0.0 $255k 5.1k 50.40
V F Corp Common Stock (VFC) 0.0 $252k 3.6k 70.02
Yum Brands Common Stock (YUM) 0.0 $251k 2.8k 91.01
Booking Holdings Common Stock (BKNG) 0.0 $251k +11% 147.00 1707.48
Invesco Total MF Closed and MF Open (GTO) 0.0 $250k 4.3k 57.66
General Electric Common Stock (GE) 0.0 $249k +5% 40k 6.22
Quest Diagnostics Common Stock (DGX) 0.0 $248k 2.2k 114.34
Alibaba Group Common Stock (BABA) 0.0 $247k NEW 841.00 293.70
Ishares Morningstar MF Closed and MF Open (JKG) 0.0 $242k -11% 1.2k 200.17
Spdr Portfolio MF Closed and MF Open (SPAB) 0.0 $241k NEW 7.9k 30.69
Vanguard S&p MF Closed and MF Open (IVOO) 0.0 $239k 1.9k 125.46
First Trust MF Closed and MF Open (FYC) 0.0 $239k +3% 5.1k 47.21
Sixth Street MF Closed and MF Open (TSLX) 0.0 $236k 14k 17.17
BP Common Stock (BP) 0.0 $233k 13k 17.45
Invesco Optimum MF Closed and MF Open (PDBC) 0.0 $233k +39% 17k 13.62
Ishares Russell MF Closed and MF Open (IWN) 0.0 $233k NEW 2.3k 99.19
Emergent Biosolutions Common Stock (EBS) 0.0 $232k NEW 2.2k 103.20
Etf Managers MF Closed and MF Open (HACK) 0.0 $230k NEW 5.0k 46.46
Palo Alto Common Stock (PANW) 0.0 $229k 937.00 244.40
First Trust MF Closed and MF Open (FXH) 0.0 $225k 2.4k 94.66
Hasbro Common Stock (HAS) 0.0 $224k 2.7k 82.72
Invesco Bulletshares MF Closed and MF Open (BSJK) 0.0 $223k 9.6k 23.35
Ishares Msci MF Closed and MF Open (EEMV) 0.0 $220k -38% 4.0k 55.11
Ishares Agency MF Closed and MF Open (AGZ) 0.0 $219k NEW 1.8k 120.73
Vanguard Fste MF Closed and MF Open (VWO) 0.0 $218k -80% 5.0k 43.20
Spdr Portfolio MF Closed and MF Open (SPIB) 0.0 $217k NEW 5.9k 36.60
Neurocrine Biosciences Common Stock (NBIX) 0.0 $217k 2.3k 95.85
Gilead Sciences Common Stock (GILD) 0.0 $217k 3.4k 62.95
First Trust MF Closed and MF Open (RNLC) 0.0 $216k NEW 9.1k 23.86
X Trackers MF Closed and MF Open (DBAW) 0.0 $216k 7.9k 27.20
Ishares Ibonds MF Closed and MF Open (IBCE) 0.0 $215k NEW 8.6k 24.99
Adobe Common Stock (ADBE) 0.0 $214k NEW 438.00 488.58
Worthington Industries Common Stock (WOR) 0.0 $214k NEW 5.3k 40.61
First Trust MF Closed and MF Open (FTA) 0.0 $213k NEW 4.6k 46.48
Baxter Intl Common Stock (BAX) 0.0 $212k -5% 2.6k 80.33
Realty Income Common Stock (O) 0.0 $211k +2% 3.5k 60.67
Spdr Msci MF Closed and MF Open (QUS) 0.0 $211k NEW 2.2k 94.41
Thermo Fisher Common Stock (TMO) 0.0 $210k NEW 476.00 441.18
Brunswick Corp Common Stock (BC) 0.0 $209k NEW 3.6k 58.67
Carnival Corp Common Stock (CCL) 0.0 $209k +3% 14k 15.16
Intuitive Surgical Common Stock (ISRG) 0.0 $208k NEW 294.00 707.48
Invesco P MF Closed and MF Open (PGX) 0.0 $207k 14k 14.68
Glaxosmithkline Common Stock (GSK) 0.0 $207k -10% 5.5k 37.54
Twitter Common Stock (TWTR) 0.0 $206k NEW 4.6k 44.37
Chipotle Mexican Common Stock (CMG) 0.0 $206k NEW 166.00 1240.96
Csx Corp Common Stock (CSX) 0.0 $204k NEW 2.6k 77.42
Fresenius Medical Common Stock (FMS) 0.0 $203k 4.8k 42.29
First Trust MF Closed and MF Open (FEX) 0.0 $203k NEW 3.2k 63.16
Ishares Core MF Closed and MF Open (AOR) 0.0 $202k NEW 4.2k 48.27
Yamana Gold Common Stock (AUY) 0.0 $197k NEW 35k 5.67
Sabre Corp Common Stock (SABR) 0.0 $173k 27k 6.49
Aberdeen Asia MF Closed and MF Open (FAX) 0.0 $156k -13% 39k 3.97
Vodafone Group Common Stock (VOD) 0.0 $154k 12k 13.41
Park Hotels Common Stock (PK) 0.0 $142k +4% 14k 9.97
Pimco Energy MF Closed and MF Open (NRGX) 0.0 $104k NEW 17k 6.15
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.0 $69k NEW 13k 5.41
Lloyds Banking Common Stock (LYG) 0.0 $22k 18k 1.25
Ampio Pharmaceuticals Common Stock (AMPE) 0.0 $9.0k NEW 10k 0.90

Past Filings by IFG Advisory

SEC 13F filings are viewable for IFG Advisory going back to 2017