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IFG Advisory

IFG Advisory is an investment advisor in Atlanta with $2.16B assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463235230
SEC advisor number
801-80184
FINRA CRD number
168012
AUM ?
$2.16B (as of 10 Nov 21)
Accounts
8,786 (as of 10 Nov 21)
Employees
140 (70 investment advisory or research)
Address
IFG Advisory
200 ASHFORD CENTER NORTH
SUITE 400
ATLANTA
GA 30338
Phone
770-353-6400

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 320 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$63.02M 261.73K 244.81K +6.9
$54.07M 413K 436.77K -5.4
$40.02M 499.3K 491.84K +1.5
Dimensional Us
$37.81M 1.42M 953.8K +49.3
$37.7M 87.86K 90.35K -2.8
$23.47M 578.04K 539.32K +7.2
$23.4M 264.35K 259.65K +1.8
$22.78M 63.64K 59.13K +7.6
First Trust
$22.1M 563.8K 543.2K +3.8
$21.9M 307.19K 305.32K +0.6
$21.02M 148.58K 145.78K +1.9
$19.62M 260.83K 254.36K +2.5
$16.51M 399.27K 366.41K +9.0
$15.97M 299.51K 246.91K +21.3
$15.32M 149.28K 148.25K +0.7
$13.28M 109.01K 101.98K +6.9
$11.22M 268.1K 265.85K +0.8
$10.98M 237.36K 164.13K +44.6
$10.93M 158.14K 152.93K +3.4
$9.88M 35.05K 33.15K +5.8
$9.63M 51.17K 51.49K -0.6
$9.42M 113.39K 104K +9.0
$8.8M 26.01K 25.95K +0.2
$8M 157.62K 153.09K +3.0
Vanguard Dividend
$7.89M 51.36K 51.05K +0.6
$7.12M 43.35K 41.83K +3.6
$6.12M 112.35K 107.68K +4.3
$6.01M 86.29K 86.4K -0.1
$5.72M 20.94K 20.44K +2.5
$5.28M 16.09K 15.53K +3.6
$5.18M 98.75K 97.91K +0.9
$5.11M 25.17K 54.59K -53.9
$5.09M 36.41K 32K +13.8
$4.63M 1.41K 1.29K +8.9
Aberdeen Physical
$4.63M 53.52K 53.22K +0.6
$4.58M 121.24K 116.94K +3.7
$4.34M 74.79K 53.36K +40.1
$4.28M 122.05K 100.3K +21.7
$4.22M 68.09K 65.06K +4.7
SPDR S&P
$4.04M 8.4K 8.88K -5.4
First Trust
$3.98M 43.44K 41.6K +4.4
$3.92M 95.16K 84.29K +12.9
$3.91M 89.75K 75.11K +19.5
$3.89M 50.49K 46.43K +8.7
First Trust
$3.82M 67.34K 66.27K +1.6
$3.78M 22.33K 21.4K +4.3
$3.76M 142.28K 126.15K +12.8
$3.71M 1.39K 1.25K +11.6
$3.6M 9.51K 7.48K +27.1
$3.38M 14.78K 14.59K +1.3
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings