IA
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IFG Advisors, LLC13F | |
| IFG Advisors, LLC | |
| Last update 2025-04-09 | 149 Stocks (9 new) |
| Value $519.00 Mil | Turnover 7 % |
IFG Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 113,188 | 63,316.0 | -2.29% | 12.200 | -0.31% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
EFA | iShares MSCI EAFE ETF | 461,863 | 37,748.1 | +3.37% | 7.270 | +0.24% | 0.070 | +10.84% | +18.89% | 63,725.9 | ||
CTAS | Cintas Corp | 180,371 | 37,071.6 | 0% | 7.140 | 0% | 0.040 | +8.06% | +21.93% | 89,430.3 | Business Services | |
VOO | Vanguard S&P 500 ETF | 70,804 | 36,386.8 | +14.72% | 7.010 | +0.90% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
QQQ | INVESCO QQQ Trust | 71,727 | 33,634.3 | -3.02% | 6.480 | -0.23% | 0.010 | +26.52% | +10.07% | 357,775.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 291,959 | 30,530.2 | +31.79% | 5.880 | +1.42% | 0.040 | +16.59% | -2.25% | 81,337.5 | ||
MDY | S&P MidCap 400 ETF | 46,397 | 24,751.9 | +4.46% | 4.770 | +0.20% | 0.110 | +15.85% | +2.31% | 23,229.9 | ||
QQQM | Invesco NASDAQ 100 ETF | 110,021 | 21,236.3 | +13.77% | 4.090 | +0.49% | 0.050 | +26.54% | +10.13% | 54,544.0 | ||
DVY | iShares Select Dividend ETF | 114,448 | 15,369.2 | +5.08% | 2.960 | +0.14% | 0.080 | +8.78% | +5.10% | 20,057.6 | ||
AAPL | Apple Inc | 64,280 | 14,278.5 | +0.08% | 2.750 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware |
IFG Advisors, LLC's Historical Top Holdings Breakdowns
IFG Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +1.42% | 102.49 ($112.84) 119.96 | $111.87 | -0.86% | Add 31.79% | 291,959 | 70,422 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +1.06% | 169.43 ($177.82) 182.84 | $184.18 | 3.58% | Add 1281.43% | 34,287 | 31,805 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.90% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 14.72% | 70,804 | 9,084 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.90% | 42.5 ($45.01) 46.71 | $50.49 | 12.18% | Add 127.76% | 184,937 | 103,739 | |
IWB | iShares Russell 1000 ETF | 2025-03-31 | Reduce Reduce | -0.64% | 302.31 ($323.34) 337.54 | $345.18 | 6.75% | Reduce -68.5% | 4,569 | -9,934 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +0.49% | 192.82 ($209.18) 222.1 | $231.05 | 10.46% | Add 13.77% | 110,021 | 13,315 | |
BKLN | Invesco Senior Loan ETF | 2025-03-31 | New Buy New Buy | +0.33% | 20.7 ($20.97) 21.15 | $21.02 | 0.24% | New holding | 83,342 | 83,342 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.31% | 57.21 ($62.1) 65.8 | $63.46 | 2.19% | Add 16.14% | 195,418 | 27,163 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.31% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -2.29% | 113,188 | -2,656 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Add Add | +0.24% | 74.85 ($80.6) 84.89 | $88.36 | 9.63% | Add 3.37% | 461,863 | 15,038 |
IFG Advisors, LLC Total Holding History ($B)
IFG Advisors, LLC's Asset Allocation
IFG Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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IFG Advisors, LLC's Hypothetical Growth since 2025-03-31
IFG Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IFG Advisors, LLC's Holdings Heat Map
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IFG Advisors, LLC's Holdings Bubble Chart
IFG Advisors, LLC News
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