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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 11 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KD KYNDRYL HLDGS INC COMMON STOCK Technology 42.0 $551.0 $13.12 -7.7%
202 MSOS ADVISORSHARES PURE US CANNABIS ETF 155.0 $550.0 $3.55 +28.7%
203 ARCC ARES CAPITAL CORP COM Financial Services 30.0 $540.0 $18.00 +4.4%
204 AI C3 AI INC CL A Technology 50.0 $421.0 $8.42 +15.0%
205 KSCP KNIGHTSCOPE INC CL A NEW Industrials 100.0 $417.0 $4.17 -27.5%
206 CLNE CLEAN ENERGY FUELS CORP COM Energy 160.0 $396.0 $2.48 -17.4%
207 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 19.0 $355.0 $18.68 -9.7%
208 OGN ORGANON & CO COMMON STOCK Healthcare 58.0 $347.0 $5.98 +124.0%
209 DNUT KRISPY KREME INC COM Consumer Defensive 56.0 $189.0 $3.38 -1.9%
210 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 26.0 $180.0 $6.92 +45.6%
211 M MACYS INC COM Consumer Cyclical 10.0 $180.0 $18.00 +19.0%
212 SLQT SELECTQUOTE INC COM Financial Services 185.0 $116.0 $0.63 +60.3%
213 PRPL PURPLE INNOVATION INC COM Consumer Cyclical 140.0 $92.0 $0.66 -35.9%
214 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 22.0 $53.0 $2.41 +51.7%
215 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 3.0 $34.0 $11.33 +5.6%
216 ONL ORION PROPERTIES INC COM Real Estate 15.0 $32.0 $2.13 +39.5%
217 SCHB SCHWAB U.S. BROAD MARKET ETF $18.0 -100.0%
Page 11 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%