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Latest IFG Advisors, LLC Stock Portfolio

IFG Advisors, LLC Performance:
2025 Q4: 1.11%YTD: 13.34%2024: -0.98%
Performance for 2025 Q4 is 1.11%, and YTD is 13.34%, and 2024 is -0.98%.

About IFG Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, IFG Advisors, LLC reported an equity portfolio of $600.8 Millions as of 31 Dec, 2025.

The top stock holdings of IFG Advisors, LLC are SPY, VB, IJR. The fund has invested 12.8% of it's portfolio in SPDR S&P 500 ETF TR and 9.7% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in CINTAS CORP (CTAS), VANGUARD SPECIALIZED FUNDS (VIG) and ISHARES TR (IJR). IFG Advisors, LLC opened new stock positions in EA SERIES TRUST, ISHARES TR (IBCE) and UNITED PARCEL SERVICE INC (UPS). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD SCOTTSDALE FDS (BNDW) and FIDELITY WISE ORIGIN BITCOIN.

IFG Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that IFG Advisors, LLC made a return of 1.11% in the last quarter. In trailing 12 months, it's portfolio return was 13.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ea series trust266,370
ishares tr241,045
united parcel service inc229,433
carvana co211,010
vanguard scottsdale fds200,246
New stocks bought by IFG Advisors, LLC

Additions

Ticker% Inc.
netflix inc911
vanguard scottsdale fds64.89
fidelity wise origin bitcoin35.62
ishares tr29.84
ishares inc20.6
invesco exch traded fd tr ii14.25
ishares tr12.31
vanguard index fds10.45
Additions to existing portfolio by IFG Advisors, LLC

Reductions

Ticker% Reduced
cintas corp-78.41
vanguard specialized funds-36.22
ishares tr-34.99
invesco exchange traded fd t-23.94
spdr series trust-17.24
ishares tr-15.04
ishares tr-12.99
mastercard incorporated-12.62
IFG Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-313,888
IFG Advisors, LLC got rid off the above stocks

Sector Distribution

IFG Advisors, LLC has about 85.7% of it's holdings in Others sector.

Sector%
Others85.7
Technology5.8
Financial Services2.1
Industrials1.7
Communication Services1.6
Consumer Cyclical1.2

Market Cap. Distribution

IFG Advisors, LLC has about 14.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED85.7
MEGA-CAP8.8
LARGE-CAP5.5

Stocks belong to which Index?

About 14% of the stocks held by IFG Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others86
S&P 50014
Top 5 Winners (%)%
MU
micron technology inc
69.5 %
LLY
eli lilly & co
40.9 %
TER
teradyne inc
40.6 %
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
28.7 %
Top 5 Winners ($)$
SPY
spdr s&p 500 etf tr
1.8 M
VB
vanguard index fds
1.3 M
IJR
ishares tr
1.3 M
MU
micron technology inc
1.2 M
AAPL
apple inc
1.2 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
fidelity wise origin bitcoin
-21.2 %
MPC
marathon pete corp
-15.6 %
HD
home depot inc
-15.1 %
MDLZ
mondelez intl inc
-13.8 %
Top 5 Losers ($)$
NFLX
netflix inc
-3.5 M
CTAS
cintas corp
-1.9 M
IJR
ishares tr
-0.5 M
META
meta platforms inc
-0.2 M
MSFT
microsoft corp
-0.2 M

IFG Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of IFG Advisors, LLC

IFG Advisors, LLC has 154 stocks in it's portfolio. About 62.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for IFG Advisors, LLC last quarter.

Last Reported on: 13 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions