Ifg Advisory, LLC Incresed Positions in Q4 2024

Ifg Advisory, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
34.5K
+ 221.85%
$22.4 - $68.28 $772K - $2.35M
50K $1.16M
SPMD
Spdr Portfolio

ETFs
1.64K
+ 1.98%
$54.13 - $59.56 $88.8K - $97.7K
84.3K $4.61M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.18K
+ 15.93%
$55.45 - $61.08 $232K - $255K
30.4K $1.69M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.38K
+ 1.45%
$24.94 - $25.74 $34.3K - $35.4K
96.5K $2.46M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.14K
+ 10.77%
$81.68 - $82.93 $93.4K - $94.9K
11.8K $964K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.65K
+ 2.5%
$44.2 - $49.46 $72.8K - $81.5K
67.5K $3.09M
JCI
Johnson Controls International PLC

Industrials
417
+ 1.31%
$74.23 - $86.6 $31K - $36.1K
32.3K $2.55M
FYX
First Tr Small Cap Core Alphad

ETFs
26
+ 0.06%
$96.51 - $110.53 $2.51K - $2.87K
45.4K $4.59M
MUB
Ishares National Muni Bond ETF

ETFs
943
+ 5.76%
$105.78 - $108.7 $99.8K - $103K
17.3K $1.85M
MO
Altria Group, Inc.

Consumer Defensive
855
+ 5.57%
$49.06 - $57.74 $41.9K - $49.4K
16.2K $846K
DFAS
Dimensional ETF Tr U S Small C

ETFs
811
+ 6.0%
$63.58 - $71.15 $51.6K - $57.7K
14.3K $932K
PM
Philip Morris International Inc.

Consumer Defensive
724
+ 2.23%
$118.38 - $133.06 $85.7K - $96.3K
33.2K $4M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.37K
+ 2.14%
$50.34 - $56.61 $69K - $77.6K
65.4K $3.35M
NBTB
Nbt Bancorp Inc

Financial Services
86
+ 0.66%
$42.64 - $52.33 $3.67K - $4.5K
13.2K $629K
BP
Bp PLC

Energy
4.76K
+ 9.09%
$28.16 - $33.14 $134K - $158K
57.1K $1.69M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.45K
+ 9.32%
$23.42 - $24.25 $57.4K - $59.4K
28.7K $678K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.87K
+ 6.01%
$29.77 - $30.19 $55.6K - $56.3K
32.9K $983K
ROIV
Roivant Sciences Ltd.

Healthcare
3.06K
+ 15.12%
$11.16 - $12.71 $34.1K - $38.8K
23.3K $275K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
329
+ 1.91%
$78.43 - $87.17 $25.8K - $28.7K
17.5K $1.41M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.32K
+ 3.43%
$44.33 - $49.55 $58.3K - $65.2K
39.7K $1.78M
PCG
Pg&E Corp

Utilities
1.55K
+ 15.11%
$19.2 - $21.63 $29.7K - $33.4K
11.8K $237K
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.04%
$112.15 - $127.2 $449 - $509
10.3K $1.24M
VEA
Vanguard Ftse Developed Market

ETFs
3.73K
+ 11.63%
$47.57 - $52.44 $177K - $195K
35.7K $1.71M
GAA
Cambria Global Asset Allocatio

ETFs
1.22K
+ 7.37%
$28.43 - $29.66 $34.7K - $36.2K
17.8K $509K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
142
+ 0.79%
$19.79 - $21.6 $2.81K - $3.07K
18.1K $384K
CGGO
Capital Group Global Growth Eq

ETFs
856
+ 6.82%
$29.21 - $30.67 $25K - $26.3K
13.4K $391K
BND
Vanguard Bd Index Fd Inc Total

ETFs
724
+ 5.68%
$71.75 - $75.11 $51.9K - $54.4K
13.5K $967K
XSMO
Invesco S&P Smallcap Momentum

ETFs
125
+ 0.57%
$65.08 - $73.72 $8.14K - $9.22K
22.2K $1.47M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.68K
+ 8.06%
$19.47 - $20.95 $32.6K - $35.1K
22.4K $437K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
52
+ 0.26%
$17.93 - $18.8 $932 - $978
20.2K $368K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.37K
+ 3.63%
$6.37 - $7.15 $8.7K - $9.76K
39K $258K
GVAL
Cambria Global Value ETF
8.9K
+ 7.13%
N/A
134K $0
FTGS
First Tr Exchange Traded Fd Gr
13.8K
+ 33.59%
N/A
54.9K $0
CGMU
Capital Group Core Plus Income
8.2K
+ 33.38%
N/A
32.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.89K
+ 37.63%
N/A
25.2K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
27.5K
+ 45.17%
N/A
88.4K $0
Blackrock ETF Trust Ii
2.11K
+ 19.34%
N/A
13K $0
T Rowe Price ETF Inc
23.2K
+ 151.52%
N/A
38.4K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
54
+ 0.39%
N/A
13.7K $0
JGRO
J P Morgan Exchange Traded Fd
2.32K
+ 16.07%
N/A
16.8K $0
Fidelity Covington Trust
1.76K
+ 9.76%
N/A
19.8K $0
RLY
Ssga Active ETF Tr

ETFs
1.25K
+ 6.16%
$26.85 - $29.18 $33.6K - $36.6K
21.6K $583K
SIVR
Abrdn Silver ETF Trust

ETFs
2.18K
+ 7.4%
$27.61 - $33.22 $60.2K - $72.4K
31.7K $873K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
83
+ 0.48%
$12.36 - $13.34 $1.03K - $1.11K
17.3K $219K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.81K
+ 2.24%
$56.06 - $61.35 $102K - $111K
82.8K $4.68M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
115
+ 1.02%
$47.98 - $49.47 $5.52K - $5.69K
11.4K $552K
APD
Air Products & Chemicals, Inc.

Basic Materials
200
+ 2.38%
$285.5 - $335.62 $57.1K - $67.1K
8.6K $2.49M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
121
+ 0.72%
$51.54 - $52.55 $6.24K - $6.36K
16.9K $872K
FPE
First Tr Pfd Secs & Income ETF

ETFs
104
+ 0.26%
$17.65 - $18.18 $1.84K - $1.89K
39.7K $702K
Activity Summary
Buys All Purchases 509 New Holdings 305 Increased Positions 204 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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