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Ifg Advisory, LLC
IFG Advisory, LLC is a registered investment adviser based in Atlanta, Georgia, wholly owned by Integrated Financial Group, LLC. Founded in 2013, it offers comprehensive investment advisory services such as portfolio management, financial planning, and retirement plan advice. The firm is dedicated to serving individuals—including high net worth clients—alongside some charitable organizations and corporate accounts. It supervises 177 employees, consisting mainly of advisers and brokers, with operations governed by fiduciary duty and compliance oversight.
Investment Strategy
IFG Advisory offers a range of discretionary and non-discretionary investment advisory services, focusing on portfolio management, financial planning, and retirement plan advice. As an ERISA 3(38) Investment Manager, it provides fiduciary services including selecting, monitoring, and replacing investment options for retirement plans. The firm emphasizes building diverse portfolios aligned with clients' objectives and risk tolerance, assists in developing investment policy statements, and adheres strictly to fiduciary standards. Investment decisions are designed to meet both long-term growth and specific retirement needs for a broad spectrum of clients.
Latest 13F Filing Activity
Ifg Advisory, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 730 equity positions with a total 13F market value of $2B. The fund increased holdings in T Rowe Price Etf Inc., Invesco QQQ TR, Capital One Finl Corp. among other positions. Ifg Advisory, LLC reduced exposure to Discover Finl SVCS, Invesco Actively Managed Exc, Alphabet Inc. among others.
Top Holdings
Equity Positions (730)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 2.45% | $48.8M | 79,045 | $546.70 | $617.85 | +$5.9M |
Q QQQ | INVESCO QQQ TR | 2.43% | $48.5M | 87,923 | $300.15 | $551.64 | +$8.7M |
V VTI | VANGUARD INDEX FDS | 2.38% | $47.4M | 156,050 | $192.69 | $303.93 | +$3.9M |
N NOBL | PROSHARES TR | 2.00% | $39.8M | 394,814 | $76.58 | $100.70 | -$634.6K |
D DFAC | DIMENSIONAL ETF TRUST | 1.74% | $34.6M | 965,159 | $24.12 | $35.84 | +$3.1M |
Industry Allocation
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