$121 Million is the total value of IFG Advisors, LLC's 65 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -25,936 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 17 | Q3 2023 | 14.9% |
| ISHARES TR | 17 | Q3 2023 | 12.1% |
| SPDR S&P 500 ETF TR | 17 | Q3 2023 | 10.8% |
| SPDR S&P MIDCAP 400 ETF TR | 17 | Q3 2023 | 8.3% |
| ISHARES TR | 17 | Q3 2023 | 5.8% |
| ISHARES TR | 17 | Q3 2023 | 6.9% |
| ISHARES TR | 17 | Q3 2023 | 5.6% |
| ISHARES TR | 17 | Q3 2023 | 8.3% |
| VANGUARD TAX-MANAGED INTL FD | 17 | Q3 2023 | 6.7% |
| CINTAS CORP | 17 | Q3 2023 | 4.0% |
View IFG Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-01 |
| 13F-HR/A | 2022-05-18 |
| 13F-HR | 2022-05-05 |
View IFG Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.