IFG Advisory Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
American Century US Quality Growth ETF
QGRO
|
+$14M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$6.27M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.17M |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$6.05M |
| 5 |
Qualcomm
QCOM
|
+$3.82M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$11.8M |
| 2 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
+$4.71M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$2.94M |
| 4 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
+$2.7M |
| 5 |
McDonald's
MCD
|
+$2.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.54% |
| 2 | Financials | 6.73% |
| 3 | Consumer Discretionary | 3.99% |
| 4 | Industrials | 2.96% |
| 5 | Consumer Staples | 2.14% |
Similar funds
IFG Advisory's Q4 2024 Portfolio in Review
As of Q4 2024, IFG Advisory held 689 positions worth $1.76B, up 12% from $1.57B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
IFG Advisory deployed $232M of net new capital in Q4 2024, opening 305 new positions and adding to 202 existing holdings. Its largest new stake was American Century US Quality Growth ETF: 143,081 shares worth $143K.
By sector, the portfolio is most concentrated in Technology at 8.5% of assets, up from 7.7% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $11.8M trimmed.
- IFG Advisory's largest Q4 2024 buy was American Century US Quality Growth ETF: 143,081 shares worth $143K.
- IFG Advisory added most to Invesco S&P 500 Top 50 ETF in Q4 2024, an estimated $6.27M increase.
- IFG Advisory's biggest Q4 2024 reduction was Vanguard S&P 500 ETF, cutting an estimated $11.8M.
- IFG Advisory fully exited iShares iBonds Dec 2024 Term Treasury ETF in Q4 2024, selling an estimated $4.71M.
- IFG Advisory's ten largest holdings make up 20% of its $1.76B portfolio in Q4 2024.
- IFG Advisory opened 305 new positions and closed 17 in Q4 2024.
- IFG Advisory's portfolio value rose 12% quarter-over-quarter to $1.76B.
Based on IFG Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.