LEILA SHAVER

Ifg Advisory, Llc

Assets Managed

$34.885M

Holdings

335

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

-98.48%(2Q avg: -47.07%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifg Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 335 positions.

Assets under management

The assets under management (AUM) of Ifg Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 34.885M in assets, with a quarterly growth rate of -98.48% and a 2-quarter average growth rate of -47.07%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CBSH Commerce Bancshares Inc Recent Activity New Position	15.29%	$5.334M 108,410 shares@ $49.2 avg price	New Position
DKL Delek Logistics Partners Lp Recent Activity New Position	4.92%	$1.716M 34,481 shares@ $49.77 avg price	New Position
MPLX Mplx Lp Recent Activity New Position	4.31%	$1.502M 26,320 shares@ $57.07 avg price	New Position
BIP Brookfield Infrastructure Pa Recent Activity New Position	4.18%	$1.457M 40,333 shares@ $36.13 avg price	New Position
WES Western Midstream Partners L Recent Activity New Position	4.09%	$1.424M 34,577 shares@ $41.17 avg price	New Position
ET Energy Transfer Lp Recent Activity Increased 22.3%	2.57%	$896,311 46,441 shares@ $19.3 avg price	Increased 22.3%
BUFF Innovator Laddered Allocatio Recent Activity New Position	2.36%	$820,799 16,612 shares@ $49.42 avg price	New Position
DFAC Dimensional Us Core Equity 2 Recent Activity Decreased -98.09%	2.03%	$706,743 18,187 shares@ $38.86 avg price	Decreased -98.09%
WOR Worthington Enterprises Inc Recent Activity New Position	1.8%	$625,680 12,000 shares@ $52.14 avg price	New Position
SUN Sunoco Lp Recent Activity Increased 45.85%	1.52%	$530,155 8,160 shares@ $64.97 avg price	Increased 45.85%

1-10 of 335