IFG Advisory, LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
335
Total value ($000)
$34,885
Net value change ($000)
-2,260,221 (-98.5%)
New positions
169
Sold out positions
583
Turnover %
3716.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CBSH 5,334 NEW
DKL 1,716 NEW
MPLX 1,502 NEW
BIP 1,457 NEW
WES 1,424 NEW
BUFF 821 NEW
WOR 626 NEW
CAPL 400 NEW
WS 364 NEW
ET 270 43.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -67,037 -99.9%
QQQ -53,878 -99.7%
VTI -50,430 -100.0%
AAPL -44,946 -99.3%
VOO -37,146 -99.5%
DFAC -37,084 -98.1%
NOBL -36,295 -100.0%
VYM -30,998 -99.6%
NVDA -29,142 -98.4%
FTCS -25,819 -99.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type