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Portfolio (Quarterly) Guide ↗

IFS Advisors, LLC

· CIK 0001765617
13F Portfolio $192M AUM 193 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 193 New
Page 7 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 205.0 $6K 0.00% NEW $28.82 -6.2%
122 RTX RTX CORPORATION COM Industrials 32.0 $6K 0.00% NEW $183.38 -2.4%
123 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 100.0 $5K 0.00% NEW $53.86 +5.6%
124 TMUS T-MOBILE US INC COM Communication Services 26.0 $5K 0.00% NEW $203.04 -5.9%
125 TTAN SERVICETITAN INC SHS CL A Technology 47.0 $5K 0.00% NEW $106.49 -41.1%
126 UNP UNION PAC CORP COM Industrials 21.0 $5K 0.00% NEW $231.29 +17.2%
127 GNL GLOBAL NET LEASE INC COM NEW Real Estate 534.0 $5K 0.00% NEW $8.60 +10.6%
128 BA BOEING CO COM Industrials 21.0 $5K 0.00% NEW $217.10 +0.8%
129 ALLY ALLY FINL INC COM Financial Services 100.0 $5K 0.00% NEW $45.29 -5.6%
130 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 29.0 $4K 0.00% NEW $153.00 +28.8%
131 DOW DOW INC COM Basic Materials 187.0 $4K 0.00% NEW $23.38 +50.9%
132 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 4.0 $4K 0.00% NEW $1069.75 +52.6%
133 EVRG EVERGY INC COM Utilities 57.0 $4K 0.00% NEW $72.47 +16.1%
134 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 142.0 $4K 0.00% NEW $28.20 +51.5%
135 TRMD TORM PLC SHS CL A Energy 200.0 $4K 0.00% NEW $19.58 +57.2%
136 BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR Consumer Defensive 61.0 $4K 0.00% NEW $64.03 +28.8%
137 CANADIAN PACIFIC KANSAS CITY COM 50.0 $4K 0.00% NEW $73.62
138 JPM JPMORGAN CHASE & CO. COM Financial Services 11.0 $4K 0.00% NEW $332.64 -7.8%
139 NET CLOUDFLARE INC CL A COM Technology 17.0 $3K 0.00% NEW $197.12 +10.4%
140 WMT WALMART INC COM Consumer Defensive 30.0 $3K 0.00% NEW $111.40 +8.0%
Page 7 of 10  ·  193 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Financial Services 22.5%
Industrials 12.3%
Healthcare 11.4%
Consumer Cyclical 11.4%
Communication Services 5.5%
Utilities 4.2%
Energy 3.6%
Consumer Defensive 3.5%
Real Estate 1.3%