IFG Advisors, LLC

Registered adviser

CIK

1783412

Location

ST. LOUIS, MO

Portfolio Value

Small $491,343,380

Diversification

Diversified

Filing Date

Global Rank

#2,968 / 8,807 ▲ 529 · as of Jun 2026

Top Industry

Consumer Electronics 20.4%

Period ended 20 days ago

Filed Oct 15, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 172329

Roster of Oct 1, 2026

Regulatory AUM

$1,030,000,000

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,030,000,000	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$818,000,000	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$554,000,000	Individuals and high net worth (100%)
May 2023 to Mar 2024	$452,000,000	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$452,000,000	Individuals and high net worth (100%)
Apr 2022 to Feb 2023	$408,000,000	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 79.7% of the book (60%+)

Turnover

Low turnover

5.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.7 quarters (12+), a floor since 76.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 81.4%; sector active share 70.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

161 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

19.4%

−7.7 pts

Top 5

58.3%

−5.8 pts

Top 10

76.2%

−3.5 pts

HHI

959

Diversified−227

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.3%	$379,872,825	87
Technology	10.6%	$52,295,608	15
Financial Services	2.9%	$14,323,589	15
Industrials	2.2%	$10,570,823	10
Communication Services	2.0%	$9,933,304	7
Consumer Cyclical	1.8%	$9,002,258	8
Healthcare	1.2%	$5,933,298	8
Consumer Defensive	0.9%	$4,635,117	6
Energy	0.9%	$4,243,069	3
Utilities	0.1%	$533,489	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
USHY	iShares Broad USD High Yield Corporate Bond ETF	+48,918	197,943	$0
IEFA	iShares Core MSCI EAFE ETF	+37,793	80,782	$0
IJH	iShares Core S&P Mid-Cap ETF	+19,133	341,949	$0
SCHX	Schwab U.S. Large-Cap ETF	+16,416	33,555	$1,006,650
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+13,961	64,180	$4,957,905
BKLN	Invesco Ltd.	+9,260	144,227	$0
BIV	Vanguard Bond Index Funds	+8,558	140,985	$10,272,167
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+3,925	90,722	$14,080,054
VOO	VANGUARD 500 INDEX FUND	+3,841	116,030	$81,320,785
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	+1,910	72,334	$11,229,853
IJR	iShares Core S&P Small-Cap ETF	+1,856	378,434	$0
VO	VANGUARD MID-CAP INDEX FUND	+1,762	30,259	$2,372,910
CRWD	CrowdStrike Holdings, Inc.	+1,586	2,103	$556,769
IWR	iShares Russell Mid-Cap ETF	+607	16,264	$0
SUB	iShares Short-Term National Muni Bond ETF	+574	17,198	$0
MUB	iShares National Muni Bond ETF	+569	28,969	$0
EMR	Emerson Electric Co	+287	2,223	$344,787
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+245	4,472	$0
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+223	5,501	$2,058,694
IDEV	iShares Core MSCI International Developed Markets ETF	+188	6,300	$0
VIG	Vanguard Specialized Funds	+158	5,288	$1,233,743
IEMG	iShares Trust	+152	9,575	$0
ICF	iShares Select U.S. REIT ETF	+112	231,583	$0
DFGR	Dimensional Global Real Estate ETF	+109	8,415	$227,625
RSP	Victory Portfolios II	+103	5,704	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EFA	iShares MSCI EAFE ETF	−14,629	478,746	$0
VNQ	VANGUARD REAL ESTATE INDEX FUND	−7,611	46,408	$4,159,549
SCHH	Schwab U.S. REIT ETF	−7,057	44,953	$990,764
SCZ	iShares MSCI EAFE Small-Cap ETF	−5,170	94,816	$0
VEA	Vanguard FTSE Developed Markets ETF	−3,274	191,428	$13,516,731
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−2,951	128,855	$9,844,522
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−2,032	220,350	$13,068,958
—		−1,790	42,739	$0
DFAT	Dimensional U.S. Targeted Value ETF	−1,515	22,974	$1,526,392
DFIS	Dimensional International Small Cap ETF	−1,481	10,107	$366,176
DVY	iShares Select Dividend ETF	−1,420	43,532	$0
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	−1,189	35,465	$0
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−1,176	25,372	$1,273,928
QQQ	Invesco Qqq Trust, Series 1	−950	63,331	$46,850,373
QQQM	Invesco Ltd.	−780	122,435	$0
MDY	Spdr S&P Midcap 400 ETF Trust	−780	43,164	$28,346,230
SPY	Spdr S&P 500 ETF Trust	−716	120,434	$91,846,581
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−423	6,661	$0
—		−412	8,821	$0
BSVO	EA Bridgeway Omni Small-Cap Value ETF	−388	105,137	$2,939,525
DFAE	Dimensional Emerging Core Equity Market ETF	−276	10,065	$395,655
JPST	JPMorgan Ultra-Short Income ETF	−270	4,379	$220,570
DFAC	Dimensional U.S. Core Equity 2 ETF	−186	177,489	$7,889,386
IJS	iShares S&P Small-Cap 600 Value ETF	−124	1,855	$0
CSCO	Cisco Systems, Inc.	−99	8,335	$897,096
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GPK	Graphic Packaging Holding Co	349,251	$3,160,721
PLTR	Palantir Technologies Inc.	1,409	$263,553
BP	Bp PLC	4,794	$210,888
TENX	Tenax Therapeutics, Inc.	10,000	$18,900
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
—		2,016	$413,360
VXUS	Vanguard Total International Stock ETF	3,756	$321,100
CAT	Caterpillar Inc	282	$300,301
NKE	NIKE, Inc.	5,557	$228,114
GEV	GE Vernova Inc.	179	$210,299
TCV	Towle Value ETF	6,312	$202,293
DKNG	DraftKings Inc.	8,002	$202,130
REPL	Replimune Group, Inc.	10,000	$110,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

161 tracked positions · $491,343,380 total · filing declares 161 positions · $729,675,857 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 161 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	120,434	-716	$91,846,581	+1.5%	18.69%
VOO	VANGUARD 500 INDEX FUND	Added	116,030	+3,841	$81,320,785	+5.5%	16.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	63,331	-950	$46,850,373	−1.0%	9.54%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	43,164	-780	$28,346,230	−8.3%	5.77%
AAPL	Apple Inc. Technology	Added	68,328	+5	$22,754,590	+15.1%	4.63%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	90,722	+3,925	$14,080,054	+2.7%	2.87%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	191,428	-3,274	$13,516,731	−2.6%	2.75%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	220,350	-2,032	$13,068,958	−1.5%	2.66%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	72,334	+1,910	$11,229,853	+3.4%	2.29%
BIV	Vanguard Bond Index Funds	Added	140,985	+8,558	$10,272,167	+1.1%	2.09%
MU	Micron Technology Inc Technology	Reduced	9,524	-18	$10,144,107	−7.9%	2.06%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	128,855	-2,951	$9,844,522	−4.1%	2.00%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	177,489	-186	$7,889,386	+0.1%	1.61%
CTAS	Cintas Corp Industrials	Added	39,120	+2	$7,630,747	+14.7%	1.55%
NVDA	Nvidia Corp Technology	Reduced	31,902	-29	$7,285,778	+14.0%	1.48%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	11,699	-97	$5,949,526	−3.4%	1.21%
VB	Vanguard Index Funds	Reduced	18,264	-96	$5,195,925	−6.6%	1.06%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	64,180	+13,961	$4,957,905	+24.9%	1.01%
GOOGL	Alphabet Inc. Communication Services	Added	12,980	+25	$4,466,158	−3.5%	0.91%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	46,408	-7,611	$4,159,549	−20.1%	0.85%
XOM	ExxonMobil Holdings Corp Energy	Held	20,402	0	$3,320,425	+19.0%	0.68%
MSFT	Microsoft Corp Technology	Added	6,357	+22	$3,260,505	+38.0%	0.66%
GPK	Graphic Packaging Holding Co Consumer Cyclical	NEW	349,251	NEW	$3,160,721	NEW	0.64%
BSVO	EA Bridgeway Omni Small-Cap Value ETF	Reduced	105,137	-388	$2,939,525	−4.6%	0.60%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,849	+101	$2,927,514	+2.2%	0.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,299	+50	$2,815,145	+5.0%	0.57%
PANW	Palo Alto Networks Inc Technology	Added	6,493	+22	$2,579,733	+16.9%	0.53%
VO	VANGUARD MID-CAP INDEX FUND	Added	30,259	+1,762	$2,372,910	+3.3%	0.48%
META	Meta Platforms, Inc. Communication Services	Added	3,174	+2	$2,301,721	+28.8%	0.47%
DFUV	Dimensional U.S. Marketwide Value ETF	Held	40,523	0	$2,228,765	−0.0%	0.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,345	-72	$2,163,592	−2.1%	0.44%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	5,501	+223	$2,058,694	+5.4%	0.42%
COF	Capital One Financial Corp Financial Services	Held	10,221	0	$1,973,368	−3.8%	0.40%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	48,927	+23	$1,811,277	+0.5%	0.37%
GLW	Corning Inc /Ny Technology	Added	11,155	+8	$1,715,192	−39.8%	0.35%
PM	Philip Morris International Inc. Consumer Defensive	Held	8,620	0	$1,644,868	+5.5%	0.33%
GOOG	Alphabet Inc. Communication Services	Held	4,802	0	$1,636,233	−3.6%	0.33%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	22,974	-1,515	$1,526,392	−10.8%	0.31%
MS	Morgan Stanley Financial Services	Held	7,632	0	$1,435,426	−10.0%	0.29%
ABBV	AbbVie Inc. Healthcare	Held	5,259	0	$1,375,701	+4.0%	0.28%
AXP	American Express Co Financial Services	Held	4,249	0	$1,292,120	−10.1%	0.26%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	25,372	-1,176	$1,273,928	−4.8%	0.26%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	14,112	-43	$1,271,632	+4.3%	0.26%
JNJ	Johnson & Johnson Healthcare	Held	4,757	0	$1,259,368	+4.2%	0.26%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	9,178	-30	$1,243,894	+2.2%	0.25%
VIG	Vanguard Specialized Funds	Added	5,288	+158	$1,233,743	+1.6%	0.25%
MRK	Merck & Co., Inc. Healthcare	Reduced	7,559	-50	$1,098,398	+12.3%	0.22%
DFIV	Dimensional International Value ETF	Held	19,152	0	$1,069,830	+3.4%	0.22%
DFUS	Dimensional U.S. Equity Market ETF	Held	12,634	0	$1,049,001	+1.3%	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,925	-54	$1,037,819	−17.2%	0.21%

Showing the top 50 of 161 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.