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Portfolio (Quarterly) Guide ↗

IFS Advisors, LLC

· CIK 0001765617
13F Portfolio $194M AUM 217 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 37 Added 7 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 CYBERARK SOFTWARE LTD SHS 41 $18K 0.01% SOLD
2 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 341 $15K 0.01% SOLD
3 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 100 $8K 0.00% SOLD
Sector Allocation
Financial Services 21.2%
Technology 17.7%
Utilities 13.8%
Healthcare 9.7%
Industrials 9.0%
Consumer Cyclical 7.9%
Energy 7.2%
Consumer Defensive 6.9%
Communication Services 4.8%
Real Estate 1.2%