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IFG Advisors, LLC Buys 4, Sells 1 in 1st Quarter

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May 19, 2022
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IFG Advisors, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

10560 Old Olive Street Road, Suite 250 St. Louis, MO 63141

As of the latest 13F report, the guru’s equity portfolio contained 104 stocks valued at a total of $226,000,000. The top holdings were QQQ(11.88%), SPY(10.45%), and EFA(10.27%).

According to GuruFocus data, these were IFG Advisors, LLC’s top five trades of the quarter.

iShares National Muni Bond ETF


IFG Advisors, LLC reduced their investment in ARCA:MUB by 75,697 shares. The trade had a 3.73% impact on the equity portfolio. During the quarter, the stock traded for an average price of $112.35.

On 05/19/2022, iShares National Muni Bond ETF traded for a price of $105.03 per share and a market cap of $26,893,085,000. The stock has returned -8.65% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Dimensional U.S. Core Equity 2 ETF


The guru established a new position worth 94,697 shares in ARCA:DFAC, giving the stock a 1.15% weight in the equity portfolio. Shares traded for an average price of $27.32 during the quarter.

On 05/19/2022, Dimensional U.S. Core Equity 2 ETF traded for a price of $24.29 per share and a market cap of $13,740,458,000. The stock has returned 0.00% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Dimensional U.S. Core Equity 2 ETF has a price-earnings ratio of 17.74 and a price-book ratio of 3.28.

iShares MSCI EAFE ETF


During the quarter, IFG Advisors, LLC bought 19,569 shares of ARCA:EFA for a total holding of 315,929. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.79.

On 05/19/2022, iShares MSCI EAFE ETF traded for a price of $67.37 per share and a market cap of $48,474,762,000. The stock has returned -13.43% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares MSCI EAFE ETF has a price-earnings ratio of 14.44 and a price-book ratio of 1.76.

Dimensional World ex U.S. Core Equity 2 ETF


The guru established a new position worth 44,089 shares in ARCA:DFAX, giving the stock a 0.49% weight in the equity portfolio. Shares traded for an average price of $25.31 during the quarter.

On 05/19/2022, Dimensional World ex U.S. Core Equity 2 ETF traded for a price of $22.94 per share and a market cap of $4,675,681,000. The stock has returned 0.00% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Dimensional World ex U.S. Core Equity 2 ETF has a price-earnings ratio of 11.54 and a price-book ratio of 1.44.

Schwab U.S. REIT ETF


During the quarter, IFG Advisors, LLC bought 35,164 shares of ARCA:SCHH for a total holding of 72,418. The trade had a 0.39% impact on the equity portfolio. During the quarter, the stock traded for an average price of $24.1.

On 05/19/2022, Schwab U.S. REIT ETF traded for a price of $21.77 per share and a market cap of $6,066,236,000. The stock has returned 1.87% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Schwab U.S. REIT ETF has a price-earnings ratio of 34.61 and a price-book ratio of 3.00.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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