13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001783412
Total reported value
$725.4M
$725.4M
144 檔
28.4%
The Q4 2024 SEC filing reveals that IFG Advisors, LLC held a total portfolio value of $725.4M, covering 144 public equity positions.
In Q4 2024, IFG Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, EFA) accounted for 28.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.49% | -0.36% | +3.94% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.52% | +0.42% | -1.81% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.72% | -0.71% | +7.29% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.61% | +0.51% | +8.02% | |
| 5 | CTAS | Cintas CORP | Stock-Industrials | 6.55% | -0.16% | +34.33% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.07% | +0.23% | +8.99% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.03% | -0.21% | +4.93% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.05% | +0.38% | +18.32% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.20% | -0.11% | +5.21% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.84% | -0.55% | +0.87% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.72% | -0.22% | +1.19% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.20% | -0.21% | +14.83% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.08% | +0.12% | +6.76% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.07% | -0.09% | +2.98% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.85% | -0.18% | +3.28% | |
| 16 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.35% | — | +80.66% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.29% | -0.04% | +15.34% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.09% | -0.16% | +15.04% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.07% | -0.04% | -0.61% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.97% | -0.02% | +2.49% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.95% | -0.29% | +10.14% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | — | +0.35% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.92% | -0.22% | +11.05% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.18% | +5.94% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | -0.03% | +1.25% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.31% | +5.70% | |
| 27 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.51% | -0.02% | +2.30% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.05% | +5.64% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.03% | +1.53% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.01% | +0.37% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.45% | — | -4.28% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.19% | +1.75% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.01% | +22.40% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.03% | +4.87% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.01% | +0.08% | |
| 36 | DFSEUR | Discover Financial Services | Stock-Other | 0.35% | — | — | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.34% | -0.01% | +43.65% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.04% | +1.50% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.33% | -0.02% | +10.68% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.05% | +22.61% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | — | +4.71% | |
| 42 | DFAT | Dimensional US Target Value | ETF-Other | 0.30% | -0.01% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | -0.01% | +12.26% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.28% | -0.01% | +0.69% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-Other | 0.28% | -0.03% | -0.45% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.01% | +1.61% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | -0.02% | +42.26% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.25% | -0.01% | -3.06% | |
| 49 | SUB | Ishares Short-term National | ETF-Other | 0.25% | -0.03% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | +2.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CTAS | Cintas CORP | +0.6% | +34.33% | Add |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | +0.6% | +80.66% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | +18.32% | Add |
| 4 | DFAT | Dimensional US Target Value | +0.3% | NEW | New buy |
| 5 | SUB | Ishares Short-term National | +0.3% | NEW | New buy |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +8.02% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +5.21% | Add |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +325.38% | Add |
| 9 | APOC | Inr Eqty Def P ETF - 6 M A/o | +0.2% | NEW | New buy |
| 10 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.1% | +22.40% | Add |
| 12 | BSV | Vanguard Short-term Bond ETF | +0.1% | +14.83% | Add |
| 13 | DFAC | Dimensional US Core Equity 2 | +0.1% | +15.34% | Add |
| 14 | GLDM | Spdr Gold Minishares Trust | +0.1% | NEW | New buy |
| 15 | TSLA | Tesla Inc | +0.1% | +1.61% | Add |
| 16 | DFUV | Dimensional US Marketwide Va | +0.1% | +43.65% | Add |
| 17 | AOCT | In Equ D Pr ETF - 2 Y O 2026 | +0.1% | NEW | New buy |
| 18 | ZDEK | Inno Equ Def Pro ETF - 1 De | +0.1% | NEW | New buy |
| 19 | ZNOV | Invtr Equ De Pr ETF - 1 Yr N | +0.1% | NEW | New buy |
| 20 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | +0.1% | NEW | New buy |
| 21 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 22 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +56.80% | Add |
| 23 | DFAX | Dimensional World Ex US Core | +0.1% | +42.26% | Add |
| 24 | SHYM | Ishares Short Duration High | +0.1% | NEW | New buy |
| 25 | VGIT | Vanguard Intermediate-term T | +0.1% | NEW | New buy |
| 26 | DFSEUR | Discover Financial Services | 0% | — | Unchanged |
| 27 | META | Meta Platforms Inc-class A | 0% | +22.61% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +4.87% | Add |
| 29 | BIV | Vanguard Intermediate-term B | 0% | +15.04% | Add |
| 30 | NVDA | Nvidia CORP | 0% | +1.25% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +1.53% | Add |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | +10.14% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | 0% | +8.99% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.76% | Add |
| 35 | WEC | Wec Energy Group Inc | -0.1% | EXIT | Sold out |
| 36 | CI | THE Cigna Group | -0.1% | EXIT | Sold out |
| 37 | AEP | American Electric Power | -0.1% | EXIT | Sold out |
| 38 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 39 | VKI | Invesco Adv Muni Inc Tr Ii | -0.1% | EXIT | Sold out |
| 40 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | Sold out |
| 41 | PG | Procter & Gamble Co/the | -0.1% | EXIT | Sold out |
| 42 | KO | Coca-cola Co/the | -0.1% | -63.21% | Trim |
| 43 | MDY | State Street Spdr S&p Midcap | -0.1% | +4.93% | Add |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +3.94% | Add |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | -0.3% | +3.28% | Add |
| 46 | DVY | Ishares Select Dividend ETF | -0.3% | +0.87% | Add |
| 47 | VEA | Vanguard Ftse Developed ETF | -0.3% | +2.98% | Add |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -1.81% | Trim |
| 49 | ICF | Ishares Select U.s. Reit ETF | -0.5% | +1.19% | Add |
| 50 | EFA | Ishares Msci Eafe ETF | -0.7% | +7.29% | Add |
According to official SEC Form 13F filings, IFG Advisors, LLC reported a total U.S. public equity portfolio value of $725.4M across 144 disclosed positions in Q4 2024.
During Q4 2024, IFG Advisors, LLC's top holdings by market value included SPY (13.5%)、QQQ (7.5%)、EFA (6.7%). The largest single position, SPY, represented 13.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DFAT
市值: $1.5M
Top Position Liquidated / Trimmed
PG
前期市值: $384.2K
In Q4 2024, IFG Advisors, LLC made 49 total portfolio adjustments, initiating 12 new buys, adding to 28 positions, trimming 2 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.