IFG Advisory, LLC
SEC Form 13F institutional filer · CIK 0001728319
13F-HR · 92 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
57.1%
IFG Advisory, LLC — $9.11M AUM allocation strategy
IFG Advisory, LLC files SEC Form 13F and reports $9.11M of long US equity value across 92 reported holdings for 2026-03-31.
Its largest sector bet is Financials 18.8%, followed by Energy 18.4% and Information Technology 12.3%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
IFG Advisory, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$9.11M
total across 92 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$IVV −2.03M sh · −$147M−$IVZ −1.14M sh · −$56.9M−$SCHW −1.08M sh · −$37.1M
Exited to nil (held last quarter, gone now)
$BLK ($22M last qtr)$DIA ($14.8M last qtr)$JPM ($12.7M last qtr)$QQQM ($9.89M last qtr)$VTWO ($9.63M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Oil & Gas Refining & Marketing16.5%—
- Asset Management & Custody Banks13.9%—
- Semiconductors5.2%—
- Technology Hardware, Storage & Peripherals3.7%—
- Construction Machinery & Heavy Transportation Equipment3.7%—
- Home Improvement Retail3.5%—
- Multi-Sector Holdings2.7%—
- Investment Banking & Brokerage2.2%—
- Other holdings48.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MPC | Marathon Petroleum Corporation | 26.3K | $1.5M | +22.9K | 16.5% |
| $IVZ | Invesco Ltd | 28.2K | $951K | -1.14M | 10.4% |
| $NVDA | NVIDIA Corporation | 2.71K | $472K | -156K | 5.2% |
| $AAPL | Apple Inc | 1.33K | $337K | -165K | 3.7% |
| $CAT | Caterpillar Inc | 472 | $334K | -3.85K | 3.7% |
| $HD | Home Depot Inc | 975 | $321K | -17.4K | 3.5% |
| $TROW | T. Rowe Price Group Inc | 7.58K | $315K | -384K | 3.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 511 | $245K | -23.7K | 2.7% |
…and 84 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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