Portfolio (Quarterly)
Guide ↗
IFS Advisors, LLC
· CIK 0001765617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 781 | $133K | 0.07% | SOLD |
| 2 | SVXY | PROSHARES SHORT VIX SHORT-TERM FUTURES ETF | Financial Services | 689 | $32K | 0.02% | SOLD |
| 3 | INTC | INTEL CORP COM | Technology | 235 | $10K | 0.01% | SOLD |
| 4 | UNP | UNION PAC CORP COM | Industrials | 21 | $5K | 0.00% | SOLD |
| 5 | — | CANADIAN PACIFIC KANSAS CITY COM | — | 50 | $4K | 0.00% | SOLD |
| 6 | — | BLUE OWL CAPITAL CORPORATION COM | — | 200 | $2K | 0.00% | SOLD |
| 7 | SLQT | SELECTQUOTE INC COM | Financial Services | 185 | $116.0 | — | SOLD |
| 8 | PRPL | PURPLE INNOVATION INC COM | Consumer Cyclical | 140 | $92.0 | — | SOLD |
Sector Allocation
Financial Services
21.9%
Technology
21.3%
Utilities
13.0%
Healthcare
10.1%
Industrials
9.5%
Consumer Cyclical
8.2%
Consumer Defensive
6.6%
Energy
4.0%
Communication Services
3.8%
Real Estate
1.3%