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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 8 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 8.0 $3K 0.00% NEW $416.75 -25.5%
142 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 60.0 $3K 0.00% NEW $54.77 -5.3%
143 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 59.0 $3K 0.00% NEW $52.42 -1.6%
144 SOLV SOLVENTUM CORP COM SHS Healthcare 39.0 $3K 0.00% NEW $79.23 -3.7%
145 WPC WP CAREY INC COM Real Estate 48.0 $3K 0.00% NEW $64.35 +15.7%
146 GILD GILEAD SCIENCES INC COM Healthcare 24.0 $3K 0.00% NEW $125.12 +6.9%
147 UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 30.0 $3K 0.00% NEW $99.87
148 SHAK SHAKE SHACK INC CL A Consumer Cyclical 35.0 $3K 0.00% NEW $81.14 -23.8%
149 CSCO CISCO SYS INC COM Technology 35.0 $3K 0.00% NEW $79.03 +49.7%
150 GLW CORNING INC COM Technology 30.0 $3K 0.00% NEW $87.53 +124.1%
151 OKTA OKTA INC CL A Technology 30.0 $3K 0.00% NEW $86.47 +8.5%
152 BLUE OWL CAPITAL CORPORATION COM 200.0 $2K 0.00% NEW $12.43
153 CMP COMPASS MINERALS INTL INC COM Basic Materials 120.0 $2K 0.00% NEW $19.63 +60.5%
154 ANDE ANDERSONS INC COM Consumer Defensive 42.0 $2K 0.00% NEW $53.17 +34.2%
155 MET METLIFE INC COM Financial Services 25.0 $2K 0.00% NEW $78.92 +5.5%
156 TGT TARGET CORP COM Consumer Defensive 20.0 $2K 0.00% NEW $97.75 +28.3%
157 PAGP PLAINS GP HLDGS L P LTD PARTNR INT A Energy 100.0 $2K 0.00% NEW $19.14 +33.3%
158 DARE BIOSCIENCE INC COM NEW 950.0 $2K 0.00% NEW $1.93
159 EBF ENNIS INC COM Industrials 100.0 $2K 0.00% NEW $18.01 +13.4%
160 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 15.0 $2K 0.00% NEW $109.27 +194.0%
Page 8 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%