Ifg-Advisory

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "FN",
  "NVR",
  "ARGX",
  "GDX",
  "POOL",
  null,
  null,
  null,
  "OSK",
  "TROW",
  "NLY",
  null,
  "MCHI",
  "IMO",
  "HUM",
  null,
  null,
  "RF",
  null,
  "MU",
  null,
  null,
  "FNDF",
  "MPLX",
  "ACN",
  null,
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JBSS",
  "MAIN",
  null,
  "TNET",
  "ATI",
  null,
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "VDE",
  "AXP",
  null,
  null,
  "ATMU",
  null,
  "SCHH",
  null,
  "APAM",
  "AIG",
  "TEAM",
  "T",
  "BLK",
  "GLTR",
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "ARCC",
  "WRB",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  null,
  "CMI",
  null,
  null,
  null,
  null,
  "KRP",
  null,
  "DUK",
  null,
  "D",
  null,
  "EBAY",
  "PDI",
  null,
  null,
  "PII",
  "PSEC",
  null,
  null,
  null,
  "EOG",
  null,
  null,
  null,
  null,
  null,
  "XFLT",
  "USAC",
  null,
  "AROW",
  "PNRG",
  "FITB",
  null,
  null,
  "SRCE",
  null,
  "GD",
  null,
  "TSLX",
  "GIS",
  "ATLO",
  "AUBN",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  "CAPL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  "DKL",
  null,
  null,
  null,
  null,
  null,
  null,
  "GERN",
  "UNP",
  null,
  "FULT",
  null,
  "QCOM",
  "FSCO",
  null,
  "ISRG",
  "GHI",
  null,
  "HUBB",
  null,
  "EMXC",
  "GOF",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  null,
  "MUB",
  "META",
  null,
  null,
  "MTEX",
  "HEFA",
  "NML",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RA",
  "PDX",
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  "KNSL",
  "KMI",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EVRG",
  "FRME",
  null,
  "GAB",
  "GE",
  "NTRS",
  "RHI",
  "HAS",
  "NVS",
  null,
  "OMC",
  null,
  "ORLY",
  "EMN",
  "ADM",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  null,
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "LPLA",
  "JPC",
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  null,
  null,
  "FNDX",
  null,
  "IEFA",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SPG",
  "ROP",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TSN",
  "UBER",
  "UL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "AGNC",
  "VV",
  "RCL",
  "EOSE",
  "VOE",
  "NBTB",
  "SCHW",
  null,
  "SUN",
  "STAG",
  "VWO",
  "ETV",
  "FOF",
  "SIVR",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  "ADAP",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  null,
  "RNST",
  null,
  "OXM",
  "ULTA",
  null,
  "WGO",
  "SNY",
  "IEF",
  "GL",
  null,
  "TSM",
  "GSK",
  "GPN",
  null,
  null,
  null,
  null,
  "ETR",
  "FSK",
  "VTR",
  "VYM",
  null,
  "VRTX",
  null,
  "K",
  "TT",
  "AGCO",
  "VRT",
  "SEIC",
  "MSM",
  "UGI",
  "ADSK",
  "SSB",
  "HAL",
  null,
  null,
  "AFL",
  "UBSI",
  "AMD",
  null,
  "SDY",
  "CPAY",
  "DOV",
  "F",
  "WM",
  "IWR",
  "DHY",
  null,
  "CAH",
  "AEP",
  null,
  null,
  null,
  "AOS",
  "DHI",
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "UCB",
  "CEF",
  "ABEV",
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VFH",
  "VEA",
  null,
  "VALE",
  "MGK",
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WAFD",
  "WABC",
  null,
  "WES",
  "WELL",
  "WHR",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WOR",
  "WS",
  "YUM",
  "XYL",
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  null,
  null,
  "GNTX",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  "CHKP",
  "SCHG",
  "SCHF",
  "SCHA",
  "NSC",
  "MHK",
  "LUMN",
  null,
  "JCI",
  "NXPI",
  "MKL",
  "SO",
  null,
  "PSX",
  "CRM",
  null,
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  "LYV",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "CHWY",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "SPYV",
  null,
  null,
  "GWW",
  "ESGU",
  null,
  "PSA",
  null,
  null,
  null,
  "FDX",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BMO",
  "BK",
  "BRK-B",
  "BDX",
  null,
  "BA",
  "BTI",
  "BIP",
  "BRX",
  "BR",
  "CHRW",
  "CASS",
  "CATY",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "CFG",
  "CLX",
  "CME",
  "KO",
  "CMA",
  "CBSH",
  "CMCSA",
  "CTSH",
  "CBU",
  "COP",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CUBE",
  "CW",
  "CYBR",
  "DHR",
  "DE",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "NEE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "ITRN",
  null,
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 692
Total Value: 1804863891
Accession Number: 0001728319-25-000002
Form Type: 13F-HR
CIK: ifg-advisory
Manager Name: Ifg-Advisory

Data Enrichment

61% identified

425 identified267 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

692 positions • $1.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 19 of 34

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46641Q167

Shares:12.5K

Value:$793.8K

% of Portfolio:0.0% ($793.8K/$1.8B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:5.5K

Value:$775.9K

% of Portfolio:0.0% ($775.9K/$1.8B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:3.2K

Value:$775.6K

% of Portfolio:0.0% ($775.6K/$1.8B)

132061409

Shares:30.9K

Value:$765.7K

% of Portfolio:0.0% ($765.7K/$1.8B)

46428Q109

Shares:24.5K

Value:$760.6K

% of Portfolio:0.0% ($760.6K/$1.8B)

TARGET CORP

TGT|87612E106

Shares:7.3K

Value:$760.0K

% of Portfolio:0.0% ($760.0K/$1.8B)

92189F106

GDX|92189F106

Shares:16.5K

Value:$758.9K

% of Portfolio:0.0% ($758.9K/$1.8B)

46137V423

Shares:13.0K

Value:$745.7K

% of Portfolio:0.0% ($745.7K/$1.8B)

46435G425

ESGU|46435G425

Shares:6.1K

Value:$744.2K

% of Portfolio:0.0% ($744.2K/$1.8B)

NBT BANCORP INC

NBTB|628778102

Shares:17.0K

Value:$730.3K

% of Portfolio:0.0% ($730.3K/$1.8B)

922042775

VEU|922042775

Shares:11.8K

Value:$713.5K

% of Portfolio:0.0% ($713.5K/$1.8B)

33739E108

Shares:39.9K

Value:$701.2K

% of Portfolio:0.0% ($701.2K/$1.8B)

092528603

Shares:13.4K

Value:$701.2K

% of Portfolio:0.0% ($701.2K/$1.8B)

46137V324

Shares:14.2K

Value:$695.5K

% of Portfolio:0.0% ($695.5K/$1.8B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:6.3K

Value:$690.3K

% of Portfolio:0.0% ($690.3K/$1.8B)

78464A631

Shares:4.3K

Value:$687.3K

% of Portfolio:0.0% ($687.3K/$1.8B)

GSK plc

GSK|37733W204

Shares:17.7K

Value:$686.4K

% of Portfolio:0.0% ($686.4K/$1.8B)

922908751

VB|922908751

Shares:3.1K

Value:$680.9K

% of Portfolio:0.0% ($680.9K/$1.8B)

808524870

Shares:24.3K

Value:$652.8K

% of Portfolio:0.0% ($652.8K/$1.8B)

336920103

Shares:5.8K

Value:$648.6K

% of Portfolio:0.0% ($648.6K/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q167)✕	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$793.8K	0.0% ($793.8K/$1.8B)	QoQ NEW(+$793.8K) YoY NEW(+$793.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	5.5K	QoQ +2.57% (+137) YoY NEW(+5.5K)	All Managers (Combined)	$775.9K	0.0% ($775.9K/$1.8B)	QoQ +11.33% (+$79.0K) YoY NEW(+$775.9K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	3.2K	QoQ +2.30% (+72) YoY NEW(+3.2K)	All Managers (Combined)	$775.6K	0.0% ($775.6K/$1.8B)	QoQ +9.71% (+$68.7K) YoY NEW(+$775.6K)
(cusip132061409)✕	30.9K	QoQ -76.88% (-102.9K) YoY -74.34% (-89.6K)	All Managers (Combined)	$765.7K	0.0% ($765.7K/$1.8B)	QoQ -72.56% (-$2.0M) YoY -70.32% (-$1.8M)
(cusip46428Q109)✕	24.5K	QoQ -71.43% (-61.4K) YoY +2.22% (+533)	All Managers (Combined)	$760.6K	0.0% ($760.6K/$1.8B)	QoQ -66.37% (-$1.5M) YoY +39.24% (+$214.3K)
TARGET CORP(TGTcusip87612E106)	7.3K	QoQ +0.84% (-61) YoY NEW(+7.3K)	All Managers (Combined)	$760.0K	0.0% ($760.0K/$1.8B)	QoQ -22.14% (-$216.2K) YoY NEW(+$760.0K)
(GDXcusip92189F106)	16.5K	QoQ +4.03% (+640) YoY +15.11% (+2.2K)	All Managers (Combined)	$758.9K	0.0% ($758.9K/$1.8B)	QoQ +41.03% (+$220.8K) YoY +67.35% (+$305.4K)
(cusip46137V423)✕	13.0K	QoQ 0.00% (-0) YoY -2.31% (-308)	All Managers (Combined)	$745.7K	0.0% ($745.7K/$1.8B)	QoQ -0.26% (-$2.0K) YoY -0.61% (-$4.6K)
(ESGUcusip46435G425)	6.1K	QoQ -16.95% (-1.2K) YoY NEW(+6.1K)	All Managers (Combined)	$744.2K	0.0% ($744.2K/$1.8B)	QoQ -21.40% (-$202.7K) YoY NEW(+$744.2K)
NBT BANCORP INC(NBTBcusip628778102)	17.0K	QoQ +29.11% (+3.8K) YoY NEW(+17.0K)	All Managers (Combined)	$730.3K	0.0% ($730.3K/$1.8B)	QoQ +15.98% (+$100.6K) YoY NEW(+$730.3K)
(VEUcusip922042775)	11.8K	QoQ -0.16% (-19) YoY -12.97% (-1.8K)	All Managers (Combined)	$713.5K	0.0% ($713.5K/$1.8B)	QoQ +5.48% (-$37.1K) YoY -9.99% (-$79.3K)
(cusip33739E108)✕	39.9K	QoQ +0.40% (-161) YoY +11.78% (+4.2K)	All Managers (Combined)	$701.2K	0.0% ($701.2K/$1.8B)	QoQ -0.21% (-$1.5K) YoY +13.52% (+$83.6K)
(cusip092528603)✕	13.4K	QoQ +2.62% (+343) YoY NEW(+13.4K)	All Managers (Combined)	$701.2K	0.0% ($701.2K/$1.8B)	QoQ +3.33% (+$22.6K) YoY NEW(+$701.2K)
(cusip46137V324)✕	14.2K	QoQ +3.43% (+472) YoY +17.86% (+2.2K)	All Managers (Combined)	$695.5K	0.0% ($695.5K/$1.8B)	QoQ +0.81% (+$5.6K) YoY +20.88% (+$120.2K)
EMERSON ELECTRIC CO(EMRcusip291011104)	6.3K	QoQ -11.34% (-806) YoY NEW(+6.3K)	All Managers (Combined)	$690.3K	0.0% ($690.3K/$1.8B)	QoQ -21.56% (-$189.8K) YoY NEW(+$690.3K)
(cusip78464A631)✕	4.3K	QoQ +7.40% (+295) YoY NEW(+4.3K)	All Managers (Combined)	$687.3K	0.0% ($687.3K/$1.8B)	QoQ +4.10% (+$27.1K) YoY NEW(+$687.3K)
GSK plc(GSKcusip37733W204)	17.7K	QoQ +10.09% (+1.6K) YoY +36.63% (+4.8K)	All Managers (Combined)	$686.4K	0.0% ($686.4K/$1.8B)	QoQ +26.10% (+$142.1K) YoY +23.46% (+$130.4K)
(VBcusip922908751)	3.1K	QoQ +1.45% (-44) YoY NEW(+3.1K)	All Managers (Combined)	$680.9K	0.0% ($680.9K/$1.8B)	QoQ -6.37% (-$46.3K) YoY NEW(+$680.9K)
(cusip808524870)✕	24.3K	QoQ -2.58% (-645) YoY +1.82% (-435)	All Managers (Combined)	$652.8K	0.0% ($652.8K/$1.8B)	QoQ +1.40% (-$9.1K) YoY -47.50% (-$590.8K)
(cusip336920103)✕	5.8K	QoQ +0.01% (-1) YoY NEW(+5.8K)	All Managers (Combined)	$648.6K	0.0% ($648.6K/$1.8B)	QoQ -6.50% (-$45.1K) YoY NEW(+$648.6K)