Sponsored

The Analysis of IFG Advisors, LLC's Holdings & P&L

Currently, IFG Advisors, LLC holds 149 types of securities in its portfolio with a total value $610.6M. In the most recent quarter, they have increased their positions in VYM (+66.5K shares, valued at $9.9M), N/A (+10.2K shares, valued at $6.1M), SPY (+7.5K shares, valued at $4.9M); decreased their positions in DVY (-54.2K shares, valued at $8.2M), MDY (-1.3K shares, valued at $831.4K), BSV (-7.5K shares, valued at $590.6K); initiated new positions in VYM (+66.5K shares, valued at $9.9M), SCHX (+18.2K shares, valued at $467.2K), VV (+1.3K shares, valued at $386.0K).

1M P&L

+17.8M+3.24%

3M P&L

+10.6M+1.91%

HY P&L

+38.0M+7.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A426.1M

85.0%

2Consumer Electronics17.3M

3.5%

3Semiconductors9.2M

1.8%

Top Industries by Stock Count

1N/A79 stocks

57.2%

2Drug Manufacturers - General3 stocks

2.2%

3Credit Services3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T120.4K shares6.61%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS103.3K shares10.96%2026-03-312026-04-09

EFA ISHARES TR489.3K shares1.69%2026-03-312026-04-09

IJR ISHARES TR367.1K shares1.59%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR64.7K shares-0.06%2026-03-312026-04-09

QQQM INVESCO EXCH TRADED FD TR II122.7K shares5.20%2026-03-312026-04-09

MDY STATE STR SPDR S&P MIDCAP 4044.3K shares-2.95%2026-03-312026-04-09

IJH ISHARES TR299.1K shares6.68%2026-03-312026-04-09

Sponsored

AAPL APPLE INC68.3K shares0.05%2026-03-312026-04-09

ICF ISHARES TR235.0K shares-0.46%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F227.4K shares2.11%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS190.8K shares-2.23%2026-03-312026-04-09

VSS VANGUARD INTL EQUITY INDEX F70.4K shares-1.50%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS127.1K shares-5.60%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS66.5K sharesnew addition2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS123.1K shares11.88%2026-03-312026-04-09

Sponsored

DVY ISHARES TR61.2K shares-46.97%2026-03-312026-04-09

SCZ ISHARES TR105.5K shares4.87%2026-03-312026-04-09

DFAC DIMENSIONAL ETF TRUST177.6K shares-3.69%2026-03-312026-04-09

CTAS CINTAS CORP39.1K shares0.01%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS71.2K shares11.64%2026-03-312026-04-09

NVDA NVIDIA CORPORATION31.9K shares1.53%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND11.8K shares-2.57%2026-03-312026-04-09

VB VANGUARD INDEX FDS18.4K shares1.36%2026-03-312026-04-09

Sponsored

HYG ISHARES TR52.9K shares-3.49%2026-03-312026-04-09

ALPHABET INC ALPHABET INC13.0K shares1.43%2026-03-312026-04-09

XOM EXXON MOBIL CORP20.4K shares3.65%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC9.9K shares0.26%2026-03-312026-04-09

VCSH VANGUARD SCOTTSDALE FDS39.4K shares58.80%2026-03-312026-04-09

BSVO EA SERIES TRUST106.7K shares-1.44%2026-03-312026-04-09

MUB ISHARES TR25.5K shares6.70%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO8.8K shares0.18%2026-03-312026-04-09

Sponsored

BKLN INVESCO EXCH TRADED FD TR II117.5K shares12.44%2026-03-312026-04-09

AMZN AMAZON COM INC11.2K shares0.08%2026-03-312026-04-09

MSFT MICROSOFT CORP6.3K shares-0.19%2026-03-312026-04-09

IWF ISHARES TR5.1K shares-0.76%2026-03-312026-04-09

SPSM SPDR SERIES TRUST44.1K shares-4.02%2026-03-312026-04-09

VO VANGUARD INDEX FDS7.1K shares1.49%2026-03-312026-04-09

DFUV DIMENSIONAL ETF TRUST40.5K shares0.00%2026-03-312026-04-09

IWM ISHARES TR7.5K shares4.50%2026-03-312026-04-09

Sponsored

COF CAPITAL ONE FINL CORP10.2K shares0.01%2026-03-312026-04-09

META META PLATFORMS INC3.2K shares0.00%2026-03-312026-04-09

VTI VANGUARD INDEX FDS5.4K shares3.65%2026-03-312026-04-09

DFAX DIMENSIONAL ETF TRUST49.1K shares-6.02%2026-03-312026-04-09

SUB ISHARES TR15.6K shares1.65%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares2.28%2026-03-312026-04-09

IWR ISHARES TR15.9K shares-2.20%2026-03-312026-04-09

DFAT DIMENSIONAL ETF TRUST24.5K shares0.00%2026-03-312026-04-09

Sponsored

GLW CORNING INC11.1K shares0.51%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC8.6K shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC4.8K shares0.00%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO4.3K shares1.01%2026-03-312026-04-09

MS MORGAN STANLEY7.6K shares0.00%2026-03-312026-04-09

SCHH SCHWAB STRATEGIC TR56.3K shares-1.39%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON4.8K shares3.08%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS24.3K shares0.00%2026-03-312026-04-09

Sponsored

TSLA TESLA INC3.0K shares-2.84%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION1.1K shares0.09%2026-03-312026-04-09

ABBV ABBVIE INC4.9K shares0.00%2026-03-312026-04-09

IWB ISHARES TR3.0K shares0.20%2026-03-312026-04-09

IVW ISHARES TR9.4K shares-4.65%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.4K shares67.29%2026-03-312026-04-09

VUG VANGUARD INDEX FDS2.4K shares-1.20%2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC6.5K shares0.00%2026-03-312026-04-09

Sponsored

DFIV DIMENSIONAL ETF TRUST19.2K shares0.00%2026-03-312026-04-09

ESGV VANGUARD WORLD FD9.0K shares50.56%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS4.7K shares28.55%2026-03-312026-04-09

ITOT ISHARES TR7.0K shares16.16%2026-03-312026-04-09

VBR VANGUARD INDEX FDS4.3K shares0.12%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC7.6K shares25.19%2026-03-312026-04-09

DFUS DIMENSIONAL ETF TRUST12.6K shares0.00%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST12.1K shares0.13%2026-03-312026-04-09

Sponsored

HD HOME DEPOT INC2.6K shares-1.51%2026-03-312026-04-09

VBK VANGUARD INDEX FDS2.8K shares0.04%2026-03-312026-04-09

USB US BANCORP15.6K shares0.00%2026-03-312026-04-09

LLY ELI LILLY & CO818 shares1.61%2026-03-312026-04-09

UNP UNION PAC CORP3.0K shares0.00%2026-03-312026-04-09

WMT WALMART INC5.8K shares76.18%2026-03-312026-04-09

IEMG ISHARES INC10.4K shares-12.47%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP6.0K shares0.00%2026-03-312026-04-09

Sponsored

CITIGROUP INC CITIGROUP INC6.2K shares0.00%2026-03-312026-04-09

CSCO CISCO SYS INC8.3K shares0.00%2026-03-312026-04-09

SGOV ISHARES TR6.2K shares-7.05%2026-03-312026-04-09

TER TERADYNE INC2.0K shares0.00%2026-03-312026-04-09

IJK ISHARES TR5.9K shares0.00%2026-03-312026-04-09

ZVRA ZEVRA THERAPEUTICS INC61.8K shares112.88%2026-03-312026-04-09

BAC BANK AMERICA CORP11.7K shares0.03%2026-03-312026-04-09

MO ALTRIA GROUP INC8.5K shares0.00%2026-03-312026-04-09

Sponsored

NFLX NETFLIX INC.5.8K shares0.62%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP791 shares0.00%2026-03-312026-04-09

IJJ ISHARES TR4.0K shares0.02%2026-03-312026-04-09

IDEV ISHARES TR6.1K shares0.00%2026-03-312026-04-09

VOOG VANGUARD ADMIRAL FDS INC1.2K shares0.00%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR18.2K sharesnew addition2026-03-312026-04-09

DIS DISNEY WALT CO4.8K shares-0.19%2026-03-312026-04-09

IYW ISHARES TR2.5K shares0.08%2026-03-312026-04-09

Sponsored

IVE ISHARES TR2.1K shares-2.43%2026-03-312026-04-09

AON PLC AON PLC1.4K shares0.00%2026-03-312026-04-09

MPC MARATHON PETE CORP1.8K shares0.00%2026-03-312026-04-09

CRM SALESFORCE INC2.3K shares3.39%2026-03-312026-04-09

MDLZ MONDELEZ INTL INC7.2K shares0.00%2026-03-312026-04-09

VSGX VANGUARD WORLD FD5.8K shares-5.76%2026-03-312026-04-09

MCD MCDONALDS CORP1.3K shares0.08%2026-03-312026-04-09

EA ELECTRONIC ARTS INC2.0K shares0.00%2026-03-312026-04-09

Sponsored

SHM SPDR SERIES TRUST8.5K shares-6.04%2026-03-312026-04-09

VV VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-04-09

SBUX STARBUCKS CORP4.3K shares0.00%2026-03-312026-04-09

DFIS DIMENSIONAL ETF TRUST11.4K shares-4.84%2026-03-312026-04-09

VOOV VANGUARD ADMIRAL FDS INC1.9K shares0.00%2026-03-312026-04-09

DFAE DIMENSIONAL ETF TRUST11.3K shares-4.35%2026-03-312026-04-09

KO COCA COLA CO4.6K shares0.00%2026-03-312026-04-09

IYR ISHARES TR3.6K shares0.25%2026-03-312026-04-09

Sponsored

IVOG VANGUARD ADMIRAL FDS INC2.5K shares0.00%2026-03-312026-04-09

MA MASTERCARD INCORPORATED619 shares0.49%2026-03-312026-04-09

IVV ISHARES TR470 shares-3.09%2026-03-312026-04-09

IWD ISHARES TR1.4K shares0.28%2026-03-312026-04-09

ALL ALLSTATE CORP1.5K shares0.00%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC6.0K shares-19.73%2026-03-312026-04-09

MUSA MURPHY USA INC600 shares0.00%2026-03-312026-04-09

UMMA LISTED FDS TR9.6K shares-0.95%2026-03-312026-04-09

Sponsored

VTV VANGUARD INDEX FDS1.5K shares-4.38%2026-03-312026-04-09

NEE NEXTERA ENERGY INC3.2K shares0.00%2026-03-312026-04-09

VXUS VANGUARD STAR FDS3.8K shares2.52%2026-03-312026-04-09

HON HONEYWELL INTL INC1.3K shares-16.99%2026-03-312026-04-09

NKE NIKE INC5.5K shares0.05%2026-03-312026-04-09

QCOM QUALCOMM INC2.3K shares0.00%2026-03-312026-04-09

IVOV VANGUARD ADMIRAL FDS INC2.8K shares0.00%2026-03-312026-04-09

FBTC FIDELITY WISE ORIGIN BITCOIN4.7K shares4.53%2026-03-312026-04-09

Sponsored

RF REGIONS FINANCIAL CORP NEW10.1K shares0.00%2026-03-312026-04-09

ULTA ULTA BEAUTY INC501 shares0.00%2026-03-312026-04-09

EA SERIES TRUST EA SERIES TRUST5.2K shares0.00%2026-03-312026-04-09

IJS ISHARES TR2.2K shares9.23%2026-03-312026-04-09

FBIN FORTUNE BRANDS INNOVATIONS I6.6K shares0.00%2026-03-312026-04-09

DGRO ISHARES TR3.6K sharesnew addition2026-03-312026-04-09

ABT ABBOTT LABORATORIES2.5K shares0.00%2026-03-312026-04-09

CSX CSX CORP6.1K shares0.00%2026-03-312026-04-09

Sponsored

LITE LUMENTUM HLDGS INC355 sharesnew addition2026-03-312026-04-09

EMR EMERSON ELEC CO1.9K shares0.00%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS5.1K shares0.00%2026-03-312026-04-09

EEM ISHARES TR4.2K shares0.00%2026-03-312026-04-09

MDYG SPDR SERIES TRUST2.4K shares-4.20%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC2.3K shares0.00%2026-03-312026-04-09

BP BP PLC4.8K sharesnew addition2026-03-312026-04-09

JPST J P MORGAN EXCHANGE TRADED F4.4K shares1.04%2026-03-312026-04-09

Sponsored

DFGR DIMENSIONAL ETF TRUST8.3K shares0.01%2026-03-312026-04-09

IJT ISHARES TR1.5K shares0.07%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC432 shares-20.59%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE718 shares1.56%2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC517 shares0.00%2026-03-312026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

6.61%

Shares120.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

10.96%

Shares103.3K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

1.69%

Shares489.3K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

1.59%

Shares367.1K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-0.06%

Shares64.7K

Event2026-03-31

Filed2026-04-09

QQQM

INVESCO EXCH TRADED FD TR II

5.20%

Shares122.7K

Event2026-03-31

Filed2026-04-09

MDY

STATE STR SPDR S&P MIDCAP 40

-2.95%

Shares44.3K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

6.68%

Shares299.1K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.05%

Shares68.3K

Event2026-03-31

Filed2026-04-09

ICF

ISHARES TR

-0.46%

Shares235.0K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

2.11%

Shares227.4K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-2.23%

Shares190.8K

Event2026-03-31

Filed2026-04-09

VSS

VANGUARD INTL EQUITY INDEX F

-1.50%

Shares70.4K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

-5.60%

Shares127.1K

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

New

Shares66.5K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

11.88%

Shares123.1K

Event2026-03-31

Filed2026-04-09

DVY

ISHARES TR

-46.97%

Shares61.2K

Event2026-03-31

Filed2026-04-09

SCZ

ISHARES TR

4.87%

Shares105.5K

Event2026-03-31

Filed2026-04-09

DFAC

DIMENSIONAL ETF TRUST

-3.69%

Shares177.6K

Event2026-03-31

Filed2026-04-09

CTAS

CINTAS CORP

0.01%

Shares39.1K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

11.64%

Shares71.2K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

1.53%

Shares31.9K

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

-2.57%

Shares11.8K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

1.36%

Shares18.4K

Event2026-03-31

Filed2026-04-09

HYG

ISHARES TR

-3.49%

Shares52.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

1.43%

Shares13.0K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

3.65%

Shares20.4K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC

0.26%

Shares9.9K

Event2026-03-31

Filed2026-04-09

VCSH

VANGUARD SCOTTSDALE FDS

58.80%

Shares39.4K

Event2026-03-31

Filed2026-04-09

BSVO

EA SERIES TRUST

-1.44%

Shares106.7K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

6.70%

Shares25.5K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

0.18%

Shares8.8K

Event2026-03-31

Filed2026-04-09

BKLN

INVESCO EXCH TRADED FD TR II

12.44%

Shares117.5K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.08%

Shares11.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-0.19%

Shares6.3K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-0.76%

Shares5.1K

Event2026-03-31

Filed2026-04-09

SPSM

SPDR SERIES TRUST

-4.02%

Shares44.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

1.49%

Shares7.1K

Event2026-03-31

Filed2026-04-09

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares40.5K

Event2026-03-31

Filed2026-04-09

IWM

ISHARES TR

4.50%

Shares7.5K

Event2026-03-31

Filed2026-04-09

COF

CAPITAL ONE FINL CORP

0.01%

Shares10.2K

Event2026-03-31

Filed2026-04-09