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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 9 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BLOCK INC CL A 25.0 $2K 0.00% NEW $65.08
162 MRNA MODERNA INC COM Healthcare 55.0 $2K 0.00% NEW $29.47 +62.8%
163 S SENTINELONE INC CL A Technology 100.0 $2K 0.00% NEW $15.00 +19.8%
164 PYPL PAYPAL HLDGS INC COM Financial Services 25.0 $1K 0.00% NEW $58.36 -24.5%
165 CG CARLYLE GROUP INC COM Financial Services 23.0 $1K 0.00% NEW $60.78 -24.9%
166 PRU PRUDENTIAL FINL INC COM Financial Services 12.0 $1K 0.00% NEW $112.83 -9.5%
167 ESCA ESCALADE INC COM Consumer Cyclical 100.0 $1K 0.00% NEW $13.49 +42.0%
168 MSC INCOME FUND INC COM 100.0 $1K 0.00% NEW $13.14
169 RBLX ROBLOX CORP CL A Technology 16.0 $1K 0.00% NEW $81.00 -42.7%
170 SGA SAGA COMMUNICATIONS INC CL A NEW Communication Services 100.0 $1K 0.00% NEW $11.44 -18.0%
171 KD KYNDRYL HLDGS INC COMMON STOCK Technology 42.0 $1K 0.00% NEW $26.55 -56.0%
172 CRM SALESFORCE INC COM Technology 4.0 $1K 0.00% NEW $264.75 -32.0%
173 MP MP MATERIALS CORP COM CL A Basic Materials 20.0 $1K 0.00% NEW $50.50 +28.9%
174 IIPR INNOVATIVE INDL PPTYS INC COM Real Estate 20.0 $947.0 NEW $47.35 +21.6%
175 BHF BRIGHTHOUSE FINL INC COM Financial Services 13.0 $842.0 NEW $64.77 -3.4%
176 MSOS ADVISORSHARES PURE US CANNABIS ETF 155.0 $731.0 NEW $4.72 -3.5%
177 AI C3 AI INC CL A Technology 50.0 $674.0 NEW $13.48 -29.8%
178 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 18.0 $656.0 NEW $36.44 +16.9%
179 VTRS VIATRIS INC COM Healthcare 51.0 $634.0 NEW $12.43 +31.0%
180 ARCC ARES CAPITAL CORP COM Financial Services 30.0 $606.0 NEW $20.20 -6.4%
Page 9 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%