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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
Page 10 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EBF ENNIS INC COM Industrials 100.0 $2K 0.00% $21.42 -4.7%
182 ROK ROCKWELL AUTOMATION INC COM Industrials 5.0 $2K 0.00% NEW $358.80 +27.0%
183 TER TERADYNE INC COM Technology 6.0 $2K 0.00% NEW $296.33 +30.8%
184 MET METLIFE INC COM Financial Services 25.0 $2K 0.00% $70.72 +17.3%
185 DARE BIOSCIENCE INC COM NEW 950.0 $2K 0.00% $1.82
186 ESCA ESCALADE INC COM Consumer Cyclical 100.0 $2K 0.00% $17.17 +9.4%
187 BLOCK INC CL A 25.0 $2K 0.00% $60.16
188 S SENTINELONE INC CL A Technology 100.0 $1K 0.00% $12.88 +45.1%
189 MSC INCOME FUND INC COM 100.0 $1K 0.00% $12.18
190 PRU PRUDENTIAL FINL INC COM Financial Services 12.0 $1K 0.00% $97.67 +5.1%
191 SGA SAGA COMMUNICATIONS INC CL A NEW Communication Services 100.0 $1K 0.00% $11.70 -21.0%
192 CG CARLYLE GROUP INC COM Financial Services 23.0 $1K 0.00% $50.09 -8.8%
193 PYPL PAYPAL HLDGS INC COM Financial Services 25.0 $1K 0.00% $45.20 -2.1%
194 IIPR INNOVATIVE INDL PPTYS INC COM Real Estate 20.0 $1K 0.00% $50.15 +12.6%
195 MP MP MATERIALS CORP COM CL A Basic Materials 20.0 $965.0 $48.25 +39.7%
196 RBLX ROBLOX CORP CL A Technology 16.0 $904.0 $56.50 -19.0%
197 BHF BRIGHTHOUSE FINL INC COM Financial Services 13.0 $778.0 $59.85 +4.7%
198 CRM SALESFORCE INC COM Technology 4.0 $746.0 $186.50 -3.5%
199 VTRS VIATRIS INC COM Healthcare 51.0 $689.0 $13.51 +20.8%
200 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 18.0 $666.0 $37.00 +4.0%
Page 10 of 11  ·  217 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
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%