Latest IFG Advisors, LLC Stock Portfolio

IFG Advisors, LLC Performance:

2026 Q1: -1.54%YTD: -1.54%2025: 13.96%

Performance for 2026 Q1 is -1.54%, and YTD is -1.54%, and 2025 is 13.96%.

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

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, IFG Advisors, LLC reported an equity portfolio of $610.6 Millions as of 31 Mar, 2026.

The top stock holdings of IFG Advisors, LLC are SPY, VB, IJR. The fund has invested 12.8% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 10.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off DRAFTKINGS INC NEW (DKNG), INVESCO EXCHANGE TRADED FD T (CSD) and AMEREN CORP (AEE) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), THERMO FISHER SCIENTIFIC INC (TMO) and VERIZON COMMUNICATIONS INC (VZ). IFG Advisors, LLC opened new stock positions in VANGUARD WHITEHALL FDS (VIGI), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ZEVRA THERAPEUTICS INC, WALMART INC (WMT) and INVESCO EXCHANGE TRADED FD T (CSD).

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

Our best estimate is that IFG Advisors, LLC made a return of -1.54% in the last quarter. In trailing 12 months, it's portfolio return was 14.62%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard whitehall fds	9,850,410
schwab strategic tr	467,176
vanguard index fds	386,004
ishares tr	254,465
lumentum hldgs inc	249,480
bp plc	225,318

New stocks bought by IFG Advisors, LLC

Additions

Ticker	% Inc.
zevra therapeutics inc	112
walmart inc	76.18
invesco exchange traded fd t	67.29
vanguard scottsdale fds	58.8
vanguard world fd	50.56
vanguard specialized funds	28.55
merck & co inc	25.19
ishares tr	16.16

Additions to existing portfolio by IFG Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-46.97
thermo fisher scientific inc	-20.59
verizon communications inc	-19.73
honeywell intl inc	-16.99
ishares inc	-12.47
ishares tr	-7.05
spdr series trust	-6.04
dimensional etf trust	-6.02

IFG Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
draftkings inc new	-280,918
invesco exchange traded fd t	-271,343
vanguard scottsdale fds	-218,415
ishares tr	-241,045
ameren corp	-251,846
vanguard scottsdale fds	-200,246
palantir technologies inc	-241,918
heico corp new	-233,983

IFG Advisors, LLC got rid off the above stocks

Sector Distribution

IFG Advisors, LLC has about 86.6% of it's holdings in Others sector.

Sector	%
Others	86.6
Technology	5.5
Financial Services	1.8
Industrials	1.5
Communication Services	1.5

Market Cap. Distribution

IFG Advisors, LLC has about 13.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	86.6
MEGA-CAP	9.8
LARGE-CAP	3.5

Stocks belong to which Index?

About 13.3% of the stocks held by IFG Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.7
S&P 500	13.3

Top 5 Winners (%)		%
GLW	corning inc	55.1 %
TER	teradyne inc	53.2 %
MPC	marathon pete corp	50.1 %
XOM	exxon mobil corp	40.0 %
MUSA	murphy usa inc	22.4 %

Top 5 Winners ($)		$
IJR	ishares tr	1.5 M
XOM	exxon mobil corp	1.0 M
IJR	ishares tr	0.9 M
MDY	state str spdr s&p midcap 40	0.6 M
GLW	corning inc	0.5 M

Top 5 Losers (%)		%
CRM	salesforce inc	-29.2 %
COF	capital one finl corp	-24.7 %
QCOM	qualcomm inc	-24.7 %
MSFT	microsoft corp	-23.4 %
	fidelity wise origin bitcoin	-22.2 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-3.7 M
VB	vanguard index fds	-2.9 M
QQQ	invesco qqq tr	-2.4 M
BAB	invesco exch traded fd tr ii	-1.8 M
AAPL	apple inc	-1.2 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 149 stocks in it's portfolio. About 62.1% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for IFG Advisors, LLC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.84	68,309	17,336,200	added	0.05

AAXJ	ishares tr	1.35	105,479	8,270,630	added	4.87

AAXJ	ishares tr	0.69	52,933	4,211,380	reduced	-3.49

AAXJ	ishares tr	0.44	25,511	2,707,990	added	6.7

AAXJ	ishares tr	0.27	15,631	1,664,690	added	1.65

ABBV	abbvie inc	0.17	4,900	1,065,700	unchanged	0.00

ABT	abbott laboratories	0.04	2,453	251,850	unchanged	0.00

ACWF	ishares tr	0.04	3,626	254,465	new

AEE	ameren corp	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	0.08	6,062	506,612	unchanged	0.00

ALL	allstate corp	0.05	1,463	303,338	unchanged	0.00

AMZN	amazon com inc	0.38	11,199	2,332,510	added	0.08

AON	aon plc	0.07	1,390	448,664	unchanged	0.00

AXP	american express co	0.21	4,284	1,295,870	added	1.01

BAB	invesco exch traded fd tr ii	4.77	122,659	29,146,300	added	5.2

BAB	invesco exch traded fd tr ii	0.39	117,472	2,397,600	added	12.44

BAC	bank america corp	0.09	11,709	570,838	added	0.03

BBAX	j p morgan exchange traded f	0.04	4,390	222,156	added	1.04

BIL	spdr series trust	0.35	44,111	2,131,430	reduced	-4.02

BIL	spdr series trust	0.07	8,485	405,847	reduced	-6.04