Ifg Advisory, LLC

CIK Number: 0001728319

1.99B
Market Value
653
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VTI Vanguard Total ...
317.25
-0.13% 158.48K -4.04% 43.56M 192.69 2.41% Share
2 SPY SPDR S&P 500 ET...
644.93
+0.01% 76.79K +3.17% 42.96M 544.61 2.38% Share
3 NOBL ProShares S&P 5...
104.33
-0.96% 395.31K +2.58% 40.39M 76.58 2.24% Share
4 QQQ Invesco QQQ Tru...
579.86
-0.08% 84.88K -1.05% 39.8M 291.13 2.21% Share
5 AAPL Apple Inc.
232.81
-0.22% 163.33K +5.85% 36.28M 109.81 2.01% Share
6 DFAC Dimensional U.S...
37.47
-0.39% 955.58K +2.09% 31.52M 24 1.75% Share
7 FTCS First Trust Cap...
92.65
-0.6% 327.5K -0.23% 29.36M 57.38 1.63% Share
8 VOO Vanguard S&P 50...
592.77
-0.01% 53.88K -9.11% 27.69M 340.08 1.53% Share
9 VYM Vanguard High D...
137.35
-0.17% 198.04K +1.52% 25.54M 93.68 1.42% Share
10 OMFL Invesco Russell...
59.34
-0.01% 440.56K +2.58% 23.49M 49.06 1.30% Share
11 SPLG SPDR Portfolio ...
75.87
+0.01% 318.42K -0.39% 20.94M 58.95 1.16% Share
12 FVD First Trust Val...
46.02
-0.56% 415.56K -3.54% 18.53M 34.66 1.03% Share
13 NVDA NVIDIA Corporat...
182.02
+0.24% 167.5K +0.67% 18.15M 23.37 1.01% Share
14 BBUS JPMorgan BetaBu...
116.75
+0.02% 179.71K +0.07% 18.13M 87.18 1.00% Share
15 GTO Invesco Total R...
47.09
-0.17% 380.11K +2.54% 17.84M 46.43 0.99% Share
16 DIVB iShares U.S. Di...
51.14
-0.25% 327.03K -18.14% 15.87M 45.23 0.88% Share
17 IEFA iShares Core MS...
85.61
-0.04% 209.31K +29.40% 15.83M 72.75 0.88% Share
18 MSFT Microsoft Corpo...
522.28
+0.33% 41.79K +12.10% 15.69M 212.55 0.87% Share
19 DFAX Dimensional Wor...
30.43
-0.47% 589.17K +1.61% 15.44M 21.73 0.86% Share
20 QUAL iShares MSCI US...
188.56
-0.07% 87.3K +15.33% 14.92M 161.77 0.83% Share
21 DIA SPDR Dow Jones ...
449.11
-0.07% 31.39K +0.71% 13.18M 292.27 0.73% Share
22 VTV Vanguard Value ...
180.44
-0.2% 75.83K -1.55% 13.1M 126 0.73% Share
23 BUFR First Trust Cbo...
32.73
+0.02% 437.89K +15.63% 13M 27.62 0.72% Share
24 BRK-B Berkshire Hatha...
479.02
+0.36% 24.16K +0.51% 12.87M 266.11 0.71% Share
25 IJH iShares Core S&...
63.85
-1.31% 205.89K -28.11% 12.01M 49.74 0.67% Share
26 SPTL SPDR Portfolio ...
26.27
-0.77% 426.33K +1.72% 11.62M 28.03 0.64% Share
27 RDVY First Trust Ris...
65.38
-0.29% 195.73K +0.85% 11.46M 53.64 0.63% Share
28 STIP iShares 0-5 Yea...
103.11
-0.07% 110K +1.36% 11.38M 101.6 0.63% Share
29 GLTR abrdn Physical ...
141.05
-0.85% 86.55K +2.04% 11.21M 84.95 0.62% Share
30 LQD iShares iBoxx $...
109.88
-0.34% 102.91K -0.95% 11.19M 108.16 0.62% Share
31 XLF Financial Selec...
53.01
+0.47% 219.33K +6.99% 10.92M 39.67 0.61% Share
32 AMZN Amazon.com, Inc...
230.94
+2.84% 56.09K +5.86% 10.67M 125.94 0.59% Share
33 XLG Invesco S&P 500...
55.23
+0.35% 231.51K +10.58% 10.65M 47.59 0.59% Share
34 IVV iShares Core S&...
648.15
+0.01% 18.38K -7.07% 10.33M 388.97 0.57% Share
35 AVGO Broadcom Inc.
311.19
+0.68% 59.05K +1.18% 9.89M 55.76 0.55% Share
36 JAAA Janus Henderson...
50.70
+0.13% 194.92K +12.33% 9.88M 50.74 0.55% Share
37 BOND PIMCO Active Bo...
92.14
-0.28% 106.83K +1.36% 9.88M 92.42 0.55% Share
38 IJR iShares Core S&...
115.17
-1.4% 94.16K +2.65% 9.85M 95.59 0.55% Share
39 VUG Vanguard Growth...
463.54
+0.15% 26.46K +1.15% 9.81M 221.69 0.54% Share
40 VIG Vanguard Divide...
210.08
+0.06% 49.57K +2.73% 9.62M 141.24 0.53% Share
41 SPYV SPDR Portfolio ...
54.16
-0.07% 187.78K -17.62% 9.59M 45.64 0.53% Share
42 VGT Vanguard Inform...
704.44
-0.4% 17.26K +8.35% 9.36M 333.89 0.52% Share
43 TBLL Invesco Short T...
105.75
+0.02% 88.32K -0.08% 9.32M 105.52 0.52% Share
44 SO The Southern Co...
94.18
-0.64% 100.22K +0.87% 9.22M 58.8 0.51% Share
45 SPMO Invesco S&P 500...
118.08
+0.19% 96.89K +51.78% 8.97M 94.16 0.50% Share
46 UNM Unum Group
70.90
-0.15% 109.95K -1.45% 8.96M 41.67 0.50% Share
47 GOVT iShares U.S. Tr...
22.89
-0.26% 387.33K -14.62% 8.9M 22.83 0.49% Share
48 DGRW WisdomTree U.S....
87.19
-0.33% 109.27K -2.67% 8.73M 67.31 0.48% Share
49 BIL SPDR Bloomberg ...
91.58
+0.02% 94.82K +16.85% 8.7M 91.49 0.48% Share
50 WMT Walmart Inc.
100.84
-0.15% 99.02K +0.52% 8.69M 44.29 0.48% Share
51 XLP Consumer Staple...
81.89
-0.9% 101.48K +0.26% 8.29M 64.42 0.46% Share
52 MBB iShares MBS ETF
93.62
-0.34% 87.84K +17.15% 8.24M 93.61 0.46% Share
53 JPST JPMorgan Ultra-...
50.62
0.00% 159.75K -1.66% 8.09M 50.33 0.45% Share
54 ABBV AbbVie Inc.
204.72
+1.61% 38.4K +2.35% 8.05M 129.4 0.45% Share
55 SPTI SPDR Portfolio ...
28.70
-0.24% 276.48K +0.38% 7.9M 28.31 0.44% Share
56 USFR WisdomTree Floa...
50.40
+0.01% 155.1K +5.37% 7.81M 50.29 0.43% Share
57 IEMG iShares Core MS...
61.97
-1.17% 139.84K +52.21% 7.55M 52.34 0.42% Share
58 FUTY Fidelity MSCI U...
55.40
-0.72% 147.86K +2.73% 7.53M 42.59 0.42% Share
59 SPYG SPDR Portfolio ...
100.24
+0.11% 93.41K -14.97% 7.51M 80.69 0.42% Share
60 IEF iShares 7-10 Ye...
95.42
-0.32% 78.7K +10.21% 7.51M 93.85 0.42% Share
61 XOM Exxon Mobil Cor...
107.38
-0.21% 62.32K +3.47% 7.41M 89.66 0.41% Share
62 JPM JPMorgan Chase ...
294.09
+1.23% 29.7K +5.23% 7.28M 127.87 0.40% Share
63 BK The Bank of New...
103.36
+1.42% 85.55K -1.9% 7.17M 47.34 0.40% Share
64 CHKP Check Point Sof...
185.24
-1.53% 31.43K -2.13% 7.16M 126.5 0.40% Share
65 IUSG iShares Core S&...
158.04
+0.04% 55.29K -2.17% 7.03M 120.06 0.39% Share
66 GOOGL Alphabet Inc.
202.88
+0.46% 45.16K +1.45% 6.98M 126.61 0.39% Share
67 HD The Home Depot,...
400.32
-1.68% 18.94K +4.21% 6.94M 234.93 0.38% Share
68 BKNG Booking Holding...
5485.75
+0.69% 1.5K -2.02% 6.93M 2612.9 0.38% Share
69 SNA Snap-on Incorpo...
324.62
-2.75% 19.44K +1.09% 6.55M 255.84 0.36% Share
70 PULS PGIM Ultra Shor...
49.70
-0.01% 130.85K +33.62% 6.51M 49.53 0.36% Share
71 CBSH Commerce Bancsh...
61.90
-0.23% 103.25K 0.00% 6.43M 55.86 0.36% Share
72 FNDE Schwab Fundamen...
34.36
-1.09% 207.56K +6.03% 6.39M 27.17 0.35% Share
73 IWM iShares Russell...
228.20
-1.31% 31.72K -7.18% 6.33M 190.99 0.35% Share
74 XLI Industrial Sele...
151.15
-0.87% 48.2K +1.43% 6.32M 106.15 0.35% Share
75 VXF Vanguard Extend...
200.85
-1.21% 36.16K +0.86% 6.23M 149.89 0.35% Share
76 IUSV iShares Core S&...
97.89
-0.13% 66.87K +8.65% 6.17M 88.9 0.34% Share
77 FNDF Schwab Fundamen...
41.93
-0.31% 169.59K +5.94% 6.13M 29.73 0.34% Share
78 XLU Utilities Selec...
85.85
-0.72% 77.26K +3.78% 6.09M 67.51 0.34% Share
79 DFS Discover Financ...
200.05
-0.21% 35.27K -2.4% 6.02M 106.82 0.33% Share
80 IUS Invesco RAFI St...
53.15
-0.15% 120.08K -28.05% 5.93M 48.83 0.33% Share
81 PLTR Palantir Techno...
181.00
-1.83% 69.24K -2.06% 5.84M 18.19 0.32% Share
82 JNK SPDR Bloomberg ...
96.91
-0.27% 60.54K +0.43% 5.77M 91.28 0.32% Share
83 AFL Aflac Incorpora...
105.31
-0.37% 50.99K -1.03% 5.67M 55.24 0.31% Share
84 IWF iShares Russell...
450.40
+0.11% 15.48K +0.77% 5.59M 206.66 0.31% Share
85 CPAY Corpay, Inc.
320.27
+1.16% 15.92K -2.46% 5.55M 304.73 0.31% Share
86 IVW iShares S&P 500...
115.82
+0.14% 59.59K +9.28% 5.53M 88.21 0.31% Share
87 PM Philip Morris I...
165.25
-0.38% 34.66K +4.34% 5.5M 95.73 0.30% Share
88 BSV Vanguard Short-...
78.63
-0.12% 69.22K -0.3% 5.42M 78.07 0.30% Share
89 VZ Verizon Communi...
43.49
-0.49% 114.1K -3.33% 5.18M 44.38 0.29% Share
90 TBIL US Treasury 3 M...
49.91
+0.01% 102.77K +676.07% 5.14M 49.99 0.28% Share
91 CSCO Cisco Systems, ...
69.28
-1.58% 82.88K +4.06% 5.11M 47.83 0.28% Share
92 SPIB SPDR Portfolio ...
33.65
-0.15% 151.51K +10.74% 5.04M 33.01 0.28% Share
93 DVY iShares Select ...
138.75
-0.41% 37.25K +4.67% 5M 108.17 0.28% Share
94 CTSH Cognizant Techn...
69.35
-1.52% 65.39K -1.72% 5M 69.3 0.28% Share
95 GLD SPDR Gold Share...
307.25
-0.63% 17.27K +1.04% 4.98M 191.43 0.28% Share
96 TSN Tyson Foods, In...
56.30
-2.41% 77.47K -0.92% 4.94M 57.4 0.27% Share
97 SDVY First Trust SMI...
37.27
-1.27% 143.22K -1.13% 4.8M 32.86 0.27% Share
98 XLK Technology Sele...
267.74
-0.21% 23.14K +5.45% 4.78M 133.63 0.26% Share
99 LOW Lowe's Companie...
253.05
-1.24% 20.29K +0.04% 4.73M 173.42 0.26% Share
100 GOOG Alphabet Inc.
203.77
+0.36% 30.28K +2.11% 4.73M 106.34 0.26% Share
101 DFUS Dimensional U.S...
70.06
-0.06% 77.65K -1.19% 4.7M 40.93 0.26% Share
102 MTUM iShares MSCI US...
245.98
-0.11% 23.03K -2.32% 4.66M 135.35 0.26% Share
103 VPU Vanguard Utilit...
185.81
-0.67% 27.23K +0.74% 4.65M 136.55 0.26% Share
104 DISV Dimensional Int...
34.32
-0.23% 159.29K +154.52% 4.64M 28.35 0.26% Share
105 META Meta Platforms,...
781.96
+0.24% 7.97K -1.65% 4.59M 307.16 0.25% Share
106 SPMD SPDR Portfolio ...
55.97
-1.3% 87.62K +3.92% 4.48M 45.28 0.25% Share
107 HYD VanEck High Yie...
49.21
-0.28% 87.49K +13.43% 4.48M 52.07 0.25% Share
108 DUK Duke Energy Cor...
124.26
-1.15% 36.16K +5.07% 4.41M 92.75 0.24% Share
109 TDTF FlexShares iBox...
24.17
-0.21% 181.65K +4.22% 4.41M 23.5 0.24% Share
110 ABT Abbott Laborato...
129.32
-0.06% 33.1K +3.31% 4.39M 105.48 0.24% Share
111 SEIC SEI Investments...
88.81
+0.30% 55.95K -2.61% 4.34M 61.8 0.24% Share
112 VIGI Vanguard Intern...
88.81
-0.13% 52.14K +0.74% 4.32M 75.36 0.24% Share
113 RTX RTX Corporation
155.06
-0.42% 32.15K +3.41% 4.26M 74.64 0.24% Share
114 SPIP SPDR Portfolio ...
26.09
-0.25% 161.32K +7.18% 4.26M 26.16 0.24% Share
115 VV Vanguard Large ...
297.69
+0.03% 16.52K -2.46% 4.25M 134.45 0.24% Share
116 OMC Omnicom Group I...
75.42
-1.37% 50.8K +15.68% 4.21M 75.76 0.23% Share
117 JNJ Johnson & Johns...
174.72
+0.17% 25.4K +48.23% 4.21M 157.28 0.23% Share
118 TM Toyota Motor Co...
192.44
-1.01% 23.04K -0.14% 4.07M 172.24 0.23% Share
119 TSLA Tesla, Inc.
335.58
-1.12% 15.68K -6.57% 4.06M 188.4 0.23% Share
120 KEYS Keysight Techno...
164.41
-3.41% 27.11K +20.40% 4.06M 156.76 0.23% Share
121 OSK Oshkosh Corpora...
140.15
-1.09% 42.98K +0.21% 4.04M 90.89 0.22% Share
122 IUSB iShares Core To...
46.20
-0.26% 87.64K +9.69% 4.04M 47.79 0.22% Share
123 IYW iShares U.S. Te...
184.93
-0.22% 28.56K +2.08% 4.01M 81.76 0.22% Share
124 DON WisdomTree U.S....
51.95
-0.99% 80.98K +5.77% 4.01M 38.88 0.22% Share
125 USMV iShares MSCI US...
93.24
-0.35% 41.8K -3.2% 3.92M 59.07 0.22% Share
126 FYX First Trust Sma...
103.79
-1.42% 42.99K -5.38% 3.87M 67.13 0.21% Share
127 DLN WisdomTree U.S....
84.89
-0.09% 48.06K -0.71% 3.81M 61.41 0.21% Share
128 QCOM QUALCOMM Incorp...
158.09
+0.96% 24.59K +5.38% 3.78M 153.62 0.21% Share
129 XLV Health Care Sel...
133.94
+0.49% 25.51K +11.77% 3.72M 118.24 0.21% Share
130 AIRR First Trust RBA...
90.80
-1.71% 53.8K +71.26% 3.67M 72.16 0.20% Share
131 QQQM Invesco NASDAQ ...
238.70
-0.09% 18.79K -14.35% 3.63M 201.3 0.20% Share
132 HDV iShares Core Hi...
121.12
-0.41% 29.79K +1.71% 3.61M 101.9 0.20% Share
133 MHK Mohawk Industri...
128.87
-2.83% 31.17K +3.00% 3.56M 105.52 0.20% Share
134 CMCSA Comcast Corpora...
32.88
-0.17% 95.43K +6.53% 3.52M 39.85 0.20% Share
135 ACN Accenture plc
246.13
+0.18% 11.18K +5.70% 3.49M 252.63 0.19% Share
136 DGRS WisdomTree U.S....
49.96
-1.26% 74.87K +14.40% 3.48M 46.85 0.19% Share
137 FSIG First Trust Lim...
19.18
-0.08% 182.18K +103.17% 3.45M 19.07 0.19% Share
138 CB Chubb Limited
275.69
+0.24% 11.22K +4.88% 3.39M 169.13 0.19% Share
139 KO The Coca-Cola C...
69.52
-1.33% 46.72K -10.28% 3.35M 53.95 0.19% Share
140 EPD Enterprise Prod...
31.93
+0.57% 97.53K +30.30% 3.33M 28.08 0.18% Share
141 SPLV Invesco S&P 500...
73.55
-0.65% 43.91K +28.55% 3.28M 60.73 0.18% Share
142 DFCF Dimensional Cor...
42.41
-0.31% 77.98K +7.37% 3.28M 41.53 0.18% Share
143 GNTX Gentex Corporat...
27.69
-0.54% 139.93K +17.18% 3.26M 29.23 0.18% Share
144 MDT Medtronic plc
91.95
-1.03% 35.55K +6.33% 3.19M 87.72 0.18% Share
145 AMT American Tower ...
203.48
-0.33% 14.67K +7.75% 3.19M 201.76 0.18% Share
146 PG The Procter & G...
153.70
-1.1% 18.66K -9.08% 3.18M 134.84 0.18% Share
147 ICE Intercontinenta...
182.62
+0.67% 18.25K +2.56% 3.15M 100.01 0.17% Share
148 AGG iShares Core U....
99.10
-0.27% 31.65K -4.12% 3.13M 95.68 0.17% Share
149 BLK BlackRock, Inc.
1160.35
+0.03% 3.29K +3.50% 3.11M 1022.45 0.17% Share
150 VONG Vanguard Russel...
115.87
+0.12% 33.45K +82.88% 3.1M 80.42 0.17% Share