Ifg Advisory, LLC Portfolio Holdings
Ifg Advisory, LLC
- $1.32 Billion
- Q1 2024
Ifg Advisory, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.32 Billion distributed in 365 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $40.7M, Vanguard Total Stock Market Et with a value of $40.1M, Invesco Qqq Trust, Series 1 with a value of $37.6M, Proshares S&P 500 Dividend Ari with a value of $37.3M, and First Trust Capital Strength E with a value of $31.2M.
Examining the 13F form we can see an decrease of $37.3M in the current position value, from $1.36B to 1.32B.
Below you can find more details about Ifg Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
ETFs: $889 Million
Technology: $97.4 Million
Financial Services: $92.3 Million
Consumer Cyclical: $65.6 Million
Industrials: $36.8 Million
Communication Services: $27.2 Million
Healthcare: $27.1 Million
Consumer Defensive: $26.9 Million
Other: $44.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 365
- Current Value $1.32 Billion
- Prior Value $1.36 Billion
- Filing
- Period Q1 2024
- Filing Date May 06, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 26 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 157 stocks