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IFG Advisory, LLC

Portfolio Manager
IFG Advisory, LLC
Performance
-3.74% (2026 Q1)
AUM (13F)
$34.88M
# of Holdings
335
Performance Rank
Allocation (Top 20)
53.07%

IFG Advisory, LLC Holdings Map

Top 50 IFG Advisory, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CBSH
COMMERCE BANCSHARES INC
15.29%108.4K$5.3Mnew2025-Q1: 103.2K shares2025-Q2: 105.3K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 108.4K shares
$53.00(+9.48%)
2026-03-31
DKL
DELEK LOGISTICS PARTNERS LP
4.92%34.5K$1.7Mnew2025-Q1: 34.5K shares2025-Q2: 36.4K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 34.5K shares
$41.80(+25.01%)
2026-03-31
MPLX
MPLX LP
4.31%26.3K$1.5Mnew2025-Q1: 24.2K shares2025-Q2: 29.8K shares2025-Q3: 8.8K shares2025-Q4: 0 shares2026-Q1: 26.3K shares
$50.66(+12.83%)
2026-03-31
BIP
BROOKFIELD INFRASTRUCTURE PA
4.18%40.3K$1.5Mnew2025-Q1: 40.1K shares2025-Q2: 40.3K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 40.3K shares
$29.34(+26.16%)
2026-03-31
WES
WESTERN MIDSTREAM PARTNERS L
4.08%34.6K$1.4Mnew2025-Q1: 9.3K shares2025-Q2: 26.3K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 34.6K shares
$39.79(+9.74%)
2026-03-31
ET
ENERGY TRANSFER L P
2.57%46.4K$896K
+22.29%(+8.46K)
2025-Q1: 130.7K shares2025-Q2: 155.6K shares2025-Q3: 70.2K shares2025-Q4: 38.0K shares2026-Q1: 46.4K shares
$15.91(+21.50%)
2026-03-31
BUFF
INNOVATOR ETFS TRUST
2.35%16.6K$821Knew2025-Q1: 58.9K shares2025-Q2: 59.3K shares2025-Q3: 28.6K shares2025-Q4: 0 shares2026-Q1: 16.6K shares
$38.79(+35.69%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
2.03%18.2K$707K
-98.09%(-936.38K)
2025-Q1: 955.6K shares2025-Q2: 965.2K shares2025-Q3: 972.8K shares2025-Q4: 954.6K shares2026-Q1: 18.2K shares
$27.23(+62.52%)
2026-03-31
WOR
WORTHINGTON ENTERPRISES INC
1.79%12.0K$626Knew2025-Q1: 12.0K shares2025-Q2: 15.5K shares2025-Q3: 15.5K shares2025-Q4: 0 shares2026-Q1: 12.0K shares
$42.95(+27.06%)
2026-03-31
SUN
SUNOCO LP/SUNOCO FIN CORP
1.52%8.2K$530K
+45.84%(+2.56K)
2025-Q1: 13.8K shares2025-Q2: 13.8K shares2025-Q3: 5.6K shares2025-Q4: 5.6K shares2026-Q1: 8.2K shares
$55.04(+24.05%)
2026-03-31

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