Data as of Q4 2025 (Dec 31, 2025)

IFG Advisors, LLC

โ€ขCIK: 1783412โ€ขFiling: Q4 2025

**IFG Advisors, LLC** manages $601M across a diversified portfolio of 154 positions. The fund exhibits a significant allocation to broad market indices, notably holding $77.0M in SPY and $58.4M in VOO. Key overweight positions include EFA ($46.2M) and IJR ($43.4M), suggesting a tactical tilt toward international and mid-cap value exposure. The top ten holdings alone account for over $400M, underpinning a systematic, large-cap focused investment mandate.

Total AUM
$600.8M
QoQ Performance
-2.0%
Positions
95
Top 10 Concentration
62.4%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
VOO
EFA
IJR
NDQ
SPY12.8%
VOO9.7%
EFA7.7%
IJR7.2%
NDQ6.6%
QQQM4.9%
MDY4.6%
AAPL3.1%

๐Ÿ“ˆ Biggest Buys

VOO
VANGUARD INDEX FDS
+5.2%
9.7% of portfolio
EFA
ISHARES TR
+3.1%
7.7% of portfolio
IJH
ISHARES TR
+6.0%
3.1% of portfolio
IJR
ISHARES TR
+2.4%
7.2% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS
+64.9%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

CIT
CINTAS CORP
-78.4%
1.2% of portfolio
SPY
SPDR S&P 500 ETF TR
-2.7%
12.8% of portfolio
NDQ
INVESCO QQQ TR
-3.4%
6.6% of portfolio
MDY
SPDR S&P MIDCAP 400 ETF TR
-2.3%
4.6% of portfolio
IWB
ISHARES TR
-35.0%
0.2% of portfolio

Sector Breakdown

Other66.5%
ETF22.6%
Technology6.1%
Financial1.7%
Consumer1.3%
Healthcare0.7%
Energy0.4%
Industrial0.2%

๐Ÿšช Exited Positionssold since Q3 2025

AGG
ISHARES TR
SOLD
$313.9K

Changes from Q3 2025

NEW5 new positions
โ†‘62 increased
โ†“46 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023