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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 $3,010,894,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 85,572 $65,259,371 2.17%
2.
Invesco Qqq Tr
 87,234 $64,533,036 2.14%
3.
Spdr Series Trust
 KRE 660,778 $59,311,362 1.97%
4.
Apple Inc.
 AAPL 166,649 $55,497,358 1.84%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 79,036 $55,393,194 1.84%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.