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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 11 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 18.0 $860.0 $47.78 -9.3%
202 BHF BRIGHTHOUSE FINL INC COM Financial Services 13.0 $822.0 $63.23 -15.2%
203 VTRS VIATRIS INC COM Healthcare 51.0 $809.0 $15.86 +1.9%
204 MSOS ADVISORSHARES PURE US CANNABIS ETF 155.0 $787.0 $5.08 -11.0%
205 OGN ORGANON & CO COMMON STOCK Healthcare 58.0 $785.0 $13.53 +1.1%
206 CRM SALESFORCE INC COM Technology 4.0 $626.0 $156.50 +25.3%
207 ARCC ARES CAPITAL CORP COM Financial Services 30.0 $555.0 $18.50 +6.3%
208 KD KYNDRYL HLDGS INC COMMON STOCK Technology 47.0 $531.0 +5.0 +11.9% $11.30 +9.1%
209 AI C3 AI INC CL A Technology 50.0 $454.0 $9.08 +8.7%
210 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 19.0 $401.0 $21.11 -16.6%
211 CLNE CLEAN ENERGY FUELS CORP COM Energy 160.0 $328.0 $2.05 -21.5%
212 M MACYS INC COM Consumer Cyclical 10.0 $235.0 $23.50 -1.1%
213 KSCP KNIGHTSCOPE INC CL A NEW Industrials 100.0 $211.0 $2.11 -31.8%
214 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 26.0 $199.0 $7.65 -19.9%
215 DNUT KRISPY KREME INC COM Consumer Defensive 56.0 $197.0 $3.52 -7.9%
216 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 22.0 $63.0 $2.86 +11.4%
217 PURPLE INNOVATION INC COM SHS 140.0 $49.0 NEW $0.35
218 ONL ORION PROPERTIES INC COM Real Estate 15.0 $43.0 $2.87 +0.1%
219 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 3.0 $33.0 $11.00 +4.4%
220 SCHB SCHWAB U.S. BROAD MARKET ETF $21.0 NEW
Page 11 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%