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Home > Institutional Investor > Ifg Advisory, Llc > Profile

Instuitional Investor - Ifg Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Ifg Advisory, Llc
Portfolio Value $1,804,863,891
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 158,482 $43,557,251 2.41%
2.
Spdr S & P 500 Etf Trust
 SPY 76,794 $42,957,604 2.38%
3.
Proshares Tr - S&P 500 DV ARIST
 395,305 $40,392,309 2.24%
4.
Invesco Qqq Tr
 84,877 $39,800,588 2.21%
5.
Apple Inc.
 AAPL 163,330 $36,280,432 2.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)