Ifg Advisors, LLC
IFG Advisors, LLC is a registered investment adviser headquartered in St. Louis, Missouri. The firm has been operating independently since 2013 and is wholly owned by Integrated Financial Group, LLC. IFG Advisors specializes in providing financial planning, portfolio management, and retirement plan advisory services primarily to individuals and high-net-worth clients. The firm has around 5 employees and manages hundreds of client accounts, focusing on comprehensive wealth management for individuals and families.
Investment Strategy
IFG Advisors delivers discretionary and non-discretionary investment advisory services, including portfolio management, financial planning, and retirement plan advice. Their approach is client-centric, offering personalized investment portfolios that reflect each client's financial objectives, risk tolerance, and restrictions. The firm does not use proprietary products nor limit clients to particular investments, instead taking a holistic, open-architecture approach to asset allocation and portfolio construction. IFG Advisors also engages in ongoing investment monitoring and reporting, with the flexibility to serve both discretionary and non-discretionary accounts and provide detailed, individualized planning solutions.
Top Holdings
Equity Positions (155)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 12.01% | $71.5M | 115,747 | $417.53 | $617.85 | +$8.2M |
V VOO | VANGUARD INDEX FDS | 7.89% | $47.0M | 82,678 | $452.24 | $568.03 | +$10.6M |
E EFA | ISHARES TR | 7.13% | $42.4M | 474,773 | $70.09 | $89.39 | +$4.7M |
C CTAS | CINTAS CORP | 6.75% | $40.2M | 180,372 | $131.91 | $222.87 | +$3.1M |
Q QQQ | INVESCO QQQ TR | 6.60% | $39.3M | 71,250 | $247.15 | $551.64 | +$5.7M |