IFG Advisors, LLC

Q1 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$610,595
Net value change ($000)
+9,776 (1.6%)
New positions
6
Sold out positions
11
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 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)
VYM 9,850 NEW
VOO 3,344 5.7%
IJR 2,206 5.1%
IJH 1,694 9.2%
EFA 1,317 2.9%
SPY 1,286 1.7%
VCSH 1,144 57.9%
XOM 1,092 46.1%
BIV 932 10.9%
VNQ 672 11.9%
Top Reduces (Value $000, Stocks/ETFs)
DVY -7,023 -43.1%
QQQ -2,425 -6.1%
AAPL -1,225 -6.6%
CTAS -740 -10.1%
MSFT -718 -23.6%
COF -612 -24.7%
DFAC -399 -5.5%
DIA -354 -6.1%
QQQM -344 -1.2%
NVDA -296 -5.1%
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