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Portfolio (Quarterly) Guide ↗

IFS Advisors, LLC

· CIK 0001765617
13F Portfolio $209M AUM 220 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 16 Added 20 Reduced 8 Exited
Page 10 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMCSA COMCAST CORP NEW CL A Communication Services 100.0 $2K 0.00% NEW $24.55 +8.3%
182 PAGP PLAINS GP HLDGS L P LTD PARTNR INT A Energy 100.0 $2K 0.00% $24.27 +7.5%
183 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 8.0 $2K 0.00% $296.00 +13.7%
184 WEEI WESTWOOD SALIENT ENHANCED ENERGY INCOME ETF 100.0 $2K 0.00% $22.11 +13.3%
185 EBF ENNIS INC COM Industrials 100.0 $2K 0.00% $21.25 +5.2%
186 MET METLIFE INC COM Financial Services 25.0 $2K 0.00% $84.60 +12.4%
187 DARE BIOSCIENCE INC COM NEW 950.0 $2K 0.00% $2.11
188 SHAK SHAKE SHACK INC CL A Consumer Cyclical 35.0 $2K 0.00% $56.00 +30.8%
189 UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 30.0 $2K 0.00% $65.07
190 BLOCK INC CL A 25.0 $2K 0.00% $76.00
191 ESCA ESCALADE INC COM Consumer Cyclical 100.0 $2K 0.00% $18.78 +10.5%
192 S SENTINELONE INC CL A Technology 100.0 $2K 0.00% $16.97 +25.6%
193 PRU PRUDENTIAL FINL INC COM Financial Services 12.0 $1K 0.00% $107.92 +13.3%
194 IIPR INNOVATIVE INDL PPTYS INC COM Real Estate 20.0 $1K 0.00% $61.95 -9.3%
195 MSC INCOME FUND INC COM 100.0 $1K 0.00% $11.57
196 MP MP MATERIALS CORP COM CL A Basic Materials 20.0 $1K 0.00% $56.00 +1.2%
197 PYPL PAYPAL HLDGS INC COM Financial Services 25.0 $1K 0.00% $43.16 +41.9%
198 CG CARLYLE GROUP INC COM Financial Services 23.0 $1K $43.91 +12.5%
199 SGA SAGA COMMUNICATIONS INC CL A NEW Communication Services 100.0 $907.0 $9.07 +3.9%
200 RBLX ROBLOX CORP CL A Technology 16.0 $870.0 $54.38 -28.8%
Page 10 of 11  ·  220 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 21.9%
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%