IFG Advisors, LLC

CIK

1783412

Location

ST. LOUIS, MO

Portfolio Value

Small $231,291,838

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,899 / 8,605 ▲ 86 · as of Mar 2026

Top Industry

Consumer Electronics 21.0%

3Y Alpha vs SPY

-0.8%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.0%

SPY

+76.5%

Annualised alpha

-0.8%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.9%

+1.3 pts

Top 5

72.2%

+0.2 pts

Top 10

81.5%

+0.4 pts

HHI

1,639

Moderately concentrated+61

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	64.3%	$148,694,227	5
Technology	14.4%	$33,383,102	12
Financial Services	5.5%	$12,694,863	13
Industrials	4.1%	$9,368,293	9
Communication Services	3.1%	$7,273,523	6
Consumer Cyclical	2.6%	$5,944,975	8
Healthcare	2.1%	$4,943,314	7
Consumer Defensive	2.0%	$4,568,960	6
Energy	1.8%	$4,126,245	3
Utilities	0.1%	$294,336	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ZVRA	Zevra Therapeutics, Inc.	+32,792	61,842	$576,367
SPY	Spdr S&P 500 ETF Trust	+7,464	120,444	$78,329,550
WMT	Walmart Inc.	+2,523	5,835	$725,173
MRK	Merck & Co., Inc.	+1,531	7,609	$915,286
XOM	Exxon Mobil Corp	+718	20,402	$3,461,403
NVDA	Nvidia Corp	+480	31,902	$5,563,708
FBTC	Fidelity Wise Origin Bitcoin Fund	+205	4,728	$279,093
GOOGL	Alphabet Inc.	+183	12,954	$3,725,052
JNJ	Johnson & Johnson	+143	4,784	$1,169,400
CRM	Salesforce, Inc.	+75	2,290	$427,474
BRK-B	Berkshire Hathaway Inc	+73	3,278	$1,570,817
GLW	Corning Inc /Ny	+57	11,147	$1,515,657
AXP	American Express Co	+43	4,284	$1,295,824
NFLX	Netflix Inc	+36	5,831	$560,650
AAPL	Apple Inc.	+35	68,309	$17,336,141
MU	Micron Technology Inc	+26	9,889	$3,340,899
JPM	Jpmorgan Chase & Co	+16	8,789	$2,585,372
LLY	ELI LILLY & Co	+13	818	$752,371
GE	General Electric Co	+11	718	$203,746
AMZN	Amazon Com Inc	+9	11,199	$2,332,415
BAC	Bank Of America Corp /De/	+4	11,709	$570,813
MA	Mastercard Inc	+3	619	$309,289
NKE	NIKE, Inc.	+3	5,549	$293,098
CTAS	Cintas Corp	+2	39,116	$6,616,080
COST	Costco Wholesale Corp /New	+1	1,095	$1,091,090
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−1,467	5,968	$299,593
MDY	Spdr S&P Midcap 400 ETF Trust	−1,348	44,274	$27,306,432
DIA	Spdr Dow Jones Industrial Average ETF Trust	−311	11,785	$5,458,694
HON	Honeywell International Inc	−266	1,300	$293,839
TMO	Thermo Fisher Scientific Inc.	−112	432	$212,340
TSLA	Tesla, Inc.	−87	2,979	$1,107,443
QQQ	Invesco Qqq Trust, Series 1	−40	64,660	$37,320,458
HD	Home Depot, Inc.	−40	2,603	$856,100
MSFT	Microsoft Corp	−12	6,279	$2,324,297
DIS	Walt Disney Co	−9	4,798	$462,431
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	355	$249,479
BP	Bp PLC	4,794	$225,318
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
DKNG	DraftKings Inc.	8,152	$280,917
AEE	Ameren Corp	2,522	$251,846
PLTR	Palantir Technologies Inc.	1,361	$241,917
HEI	Heico Corp	723	$233,955
DPZ	Dominos Pizza Inc	518	$215,912
CVNA	Carvana Co.	500	$211,010
MELI	Mercadolibre Inc	101	$203,440
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $231,291,838 total · as of Mar 31, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	120,444	+7,464	$78,329,550	+1.7%	33.87%
QQQ	Invesco Qqq Trust, Series 1	Reduced	64,660	-40	$37,320,458	−6.1%	16.14%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	44,274	-1,348	$27,306,432	−0.8%	11.81%
AAPL	Apple Inc. Technology	Added	68,309	+35	$17,336,141	−6.6%	7.50%
CTAS	Cintas Corp Industrials	Added	39,116	+2	$6,616,080	−10.1%	2.86%
NVDA	Nvidia Corp Technology	Added	31,902	+480	$5,563,708	−5.1%	2.41%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	11,785	-311	$5,458,694	−6.1%	2.36%
GOOGL	Alphabet Inc. Communication Services	Added	12,954	+183	$3,725,052	−6.8%	1.61%
XOM	Exxon Mobil Corp Energy	Added	20,402	+718	$3,461,403	+46.1%	1.50%
MU	Micron Technology Inc Technology	Added	9,889	+26	$3,340,899	+18.7%	1.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,789	+16	$2,585,372	−8.5%	1.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,199	+9	$2,332,415	−9.7%	1.01%
MSFT	Microsoft Corp Technology	Reduced	6,279	-12	$2,324,297	−23.6%	1.00%
COF	Capital One Financial Corp Financial Services	Added	10,221	+1	$1,864,617	−24.7%	0.81%
META	Meta Platforms, Inc. Communication Services	Held	3,172	0	$1,814,796	−13.3%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,278	+73	$1,570,817	−2.5%	0.68%
GLW	Corning Inc /Ny Technology	Added	11,147	+57	$1,515,657	+56.1%	0.66%
PM	Philip Morris International Inc. Consumer Defensive	Held	8,620	0	$1,425,230	+3.1%	0.62%
AXP	American Express Co Financial Services	Added	4,284	+43	$1,295,824	−17.4%	0.56%
MS	Morgan Stanley Financial Services	Held	7,632	0	$1,255,998	−7.3%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	4,784	+143	$1,169,400	+21.8%	0.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,979	-87	$1,107,443	−19.7%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,095	+1	$1,091,090	+15.7%	0.47%
ABBV	AbbVie Inc. Healthcare	Held	4,900	0	$1,065,701	−4.8%	0.46%
PANW	Palo Alto Networks Inc Technology	Held	6,471	0	$1,037,430	−13.0%	0.45%
MRK	Merck & Co., Inc. Healthcare	Added	7,609	+1,531	$915,286	+43.1%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,603	-40	$856,100	−5.9%	0.37%
USB	US Bancorp De Financial Services	Held	15,616	0	$812,188	−2.5%	0.35%
LLY	ELI LILLY & Co Healthcare	Added	818	+13	$752,371	−13.0%	0.33%
UNP	Union Pacific Corp Industrials	Held	3,016	0	$731,741	+4.9%	0.32%
WMT	Walmart Inc. Consumer Defensive	Added	5,835	+2,523	$725,173	+96.5%	0.31%
BNY	Bank of New York Mellon Corp Financial Services	Held	5,999	0	$711,661	+2.2%	0.31%
C	Citigroup Inc Financial Services	Held	6,198	0	$702,915	−2.8%	0.30%
CSCO	Cisco Systems, Inc. Technology	Held	8,334	0	$646,635	+0.7%	0.28%
TER	Teradyne, Inc Technology	Held	2,020	0	$598,849	+53.2%	0.26%
ZVRA	Zevra Therapeutics, Inc. Healthcare	Added	61,842	+32,792	$576,367	+121.4%	0.25%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,709	+4	$570,813	−11.3%	0.25%
MO	Altria Group, Inc. Consumer Defensive	Held	8,525	0	$562,564	+14.4%	0.24%
NFLX	Netflix Inc Communication Services	Added	5,831	+36	$560,650	+3.2%	0.24%
NOC	Northrop Grumman Corp /De/ Industrials	Held	791	0	$539,651	+19.6%	0.23%
DIS	Walt Disney Co Communication Services	Reduced	4,798	-9	$462,431	−15.4%	0.20%
AON	Aon plc Financial Services	Held	1,390	0	$448,664	−8.5%	0.19%
MPC	Marathon Petroleum Corp Energy	Held	1,800	0	$439,524	+50.1%	0.19%
CRM	Salesforce, Inc. Technology	Added	2,290	+75	$427,474	−27.1%	0.18%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	7,184	0	$414,085	+7.1%	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,325	+1	$411,796	+1.8%	0.18%
EA	Electronic Arts Inc. Communication Services	Held	2,016	0	$411,001	−0.2%	0.18%
SBUX	Starbucks Corp Consumer Cyclical	Held	4,307	0	$385,864	+6.4%	0.17%
KO	Coca Cola Co Consumer Defensive	Held	4,613	0	$350,818	+8.8%	0.15%
MA	Mastercard Inc Financial Services	Added	619	+3	$309,289	−12.0%	0.13%