Ifg Advisory, LLC Incresed Positions in Q3 2024

Ifg Advisory, LLC

  • $1.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
596
+ 2.23%
$143.3 - $157.24 $85.4K - $93.7K
27.3K $4.21M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
12.2K
+ 6.64%
$23.88 - $24.01 $292K - $294K
196K $4.71M
TFLO
Ishares Treasury Floating Rate

ETFs
5.91K
+ 24.63%
$50.42 - $50.66 $298K - $299K
29.9K $1.51M
KR
Kroger CO

Consumer Defensive
1.83K
+ 7.11%
$50.43 - $57.3 $92.2K - $105K
27.5K $1.58M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10.1K
+ 70.79%
$26.01 - $27.41 $264K - $278K
24.5K $669K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1K
+ 2.21%
$39.95 - $45.86 $40.1K - $46K
46.5K $2.12M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 22.19%
$94.31 - $103.26 $214K - $234K
12.5K $1.28M
VBR
Vanguard Small Cap Value ETF

ETFs
68
+ 0.45%
$179.99 - $201.6 $12.2K - $13.7K
15.1K $3.03M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 10.46%
$102.34 - $114.52 $135K - $152K
14K $1.6M
BDX
Becton Dickinson & CO

Healthcare
933
+ 11.76%
$221.47 - $242.41 $207K - $226K
8.86K $2.14M
ET
Energy Transfer LP

Energy
16.4K
+ 18.63%
$15.43 - $16.44 $253K - $269K
104K $1.67M
VNQ
Vanguard Specialized Funds Van

ETFs
284
+ 1.79%
$82.97 - $98.97 $23.6K - $28.1K
16.2K $1.57M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
496
+ 0.47%
$98.99 - $101.51 $49.1K - $50.3K
106K $10.8M
VIG
Vanguard Dividend Appreciation

ETFs
1.4K
+ 2.87%
$182.15 - $182.15 $254K - $254K
50.1K $9.12M
SHV
Ishares Tr

ETFs
2.09K
+ 23.87%
$110.05 - $110.63 $230K - $232K
10.9K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
432
+ 2.35%
$160.76 - $177.82 $69.4K - $76.8K
18.8K $3.26M
IXUS
Ishares Tr

ETFs
1.1K
+ 3.96%
$64.9 - $73.35 $71.1K - $80.3K
28.8K $2.09M
RF
Regions Financial Corp

Financial Services
4.81K
+ 15.56%
$19.51 - $23.42 $93.9K - $113K
35.7K $833K
DISV
Dimensional ETF Tr Dimensional

ETFs
3.19K
+ 5.66%
$26.06 - $29.18 $83K - $93K
59.5K $1.73M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.54K
+ 9.62%
$41.34 - $43.55 $146K - $154K
40.3K $1.74M
NEE
Nextera Energy Inc

Utilities
53
+ 0.37%
$69.9 - $84.97 $3.7K - $4.5K
14.4K $1.22M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.27K
+ 5.87%
$23.78 - $25.04 $125K - $132K
95.1K $2.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
673
+ 0.96%
$76.38 - $78.87 $51.4K - $53.1K
71K $5.59M
AOR
Ishares Tr Core Growth Allocat

ETFs
2.18K
+ 10.32%
$55.15 - $59.31 $120K - $129K
23.3K $1.38M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.33K
+ 9.75%
$56.04 - $62.99 $131K - $147K
26.2K $1.6M
TFC
Truist Financial Corp

Financial Services
712
+ 1.79%
$38.22 - $44.94 $27.2K - $32K
40.4K $1.73M
AUBN
Auburn National Bancorporation, Inc

Financial Services
4.2K
+ 22.91%
$17.5 - $24.35 $73.5K - $102K
22.5K $515K
CGCP
Capital Group Core Plus Income

ETFs
6.94K
+ 31.41%
$22.12 - $23.31 $154K - $162K
29K $671K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
207
+ 2.1%
$125.95 - $142.04 $26.1K - $29.4K
10.1K $1.43M
MS
Morgan Stanley

Financial Services
288
+ 1.41%
$92.07 - $106.96 $26.5K - $30.8K
20.7K $2.15M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.41K
+ 7.12%
$23.13 - $23.43 $148K - $150K
96.5K $2.26M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
5.23K
+ 9.72%
$23.21 - $24.2 $121K - $127K
59.1K $1.42M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.73K
+ 1.26%
$25.19 - $26.39 $43.6K - $45.6K
138K $3.64M
PEP
Pepsico Inc

Consumer Defensive
571
+ 5.13%
$161.9 - $179.3 $92.4K - $102K
11.7K $1.99M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.4K
+ 10.57%
$58.03 - $65.37 $81.4K - $91.6K
14.7K $949K
EEM
Ishares Msci Emerging Markets

ETFs
677
+ 2.0%
$40.42 - $46.7 $27.4K - $31.6K
34.6K $1.59M
NTRS
Northern Trust Corp

Financial Services
890
+ 8.71%
$82.48 - $92.62 $73.4K - $82.4K
11.1K $999K
PULS
Pgim ETF Tr

ETFs
2.62K
+ 4.39%
$49.47 - $49.8 $129K - $130K
62.2K $3.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
13
+ 0.14%
$218.05 - $243.47 $2.83K - $3.17K
9.5K $2.31M
TD
Toronto Dominion Bank

Financial Services
603
+ 5.22%
$54.54 - $64.56 $32.9K - $38.9K
12.1K $768K
ADI
Analog Devices Inc

Technology
463
+ 3.8%
$200.56 - $243.33 $92.9K - $113K
12.6K $2.91M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.01K
+ 1.68%
$41.93 - $44.13 $42.3K - $44.6K
61.1K $2.69M
PFE
Pfizer Inc

Healthcare
2.76K
+ 7.24%
$27.7 - $31.39 $76.6K - $86.8K
40.9K $1.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
400
+ 3.11%
$75.32 - $84.37 $30.1K - $33.7K
13.3K $1.11M
FV
First Trust Dorsey Wright Focu

ETFs
1.01K
+ 2.51%
$51.35 - $59.82 $52.1K - $60.7K
41.4K $2.42M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.68K
+ 16.25%
$23.57 - $24.19 $86.6K - $88.9K
26.3K $634K
TJX
Tjx Companies Inc

Consumer Cyclical
139
+ 1.37%
$107.93 - $120.23 $15K - $16.7K
10.3K $1.21M
XLK
Technology Sector Spdr

ETFs
441
+ 1.99%
$197.34 - $237.68 $87K - $105K
22.6K $5.1M
FDN
First Tr Fd Dow Jones

ETFs
3
+ 0.02%
$183.68 - $212.48 $551 - $637
12.7K $2.68M
Activity Summary
Buys All Purchases 216 New Holdings 18 Increased Positions 198 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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