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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 9 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OKTA OKTA INC CL A Technology 30.0 $4K 0.00% $136.43 +5.5%
162 MRNA MODERNA INC COM Healthcare 55.0 $4K 0.00% $70.02 -10.1%
163 CMP COMPASS MINERALS INTL INC COM Basic Materials 120.0 $4K 0.00% $31.12 -20.6%
164 RITM RITHM CAPITAL CORP COM NEW Real Estate 370.0 $3K 0.00% NEW $9.39 +8.6%
165 WPC WP CAREY INC COM Real Estate 48.0 $3K 0.00% $71.50 -0.6%
166 WMT WALMART INC COM Consumer Defensive 30.0 $3K 0.00% $113.23 +1.7%
167 MFMO MOTLEY FOOL MOMENTUM FACTOR ETF 130.0 $3K 0.00% NEW $25.72 -9.9%
168 TTAN SERVICETITAN INC SHS CL A Technology 47.0 $3K 0.00% $70.70 +28.9%
169 ADAMM ADAMAS TRUST INC. COM Financial Services 350.0 $3K 0.00% NEW $9.38 +171.7%
170 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 59.0 $3K 0.00% $54.53 -2.9%
171 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 60.0 $3K 0.00% $53.60 +7.9%
172 GILD GILEAD SCIENCES INC COM Healthcare 24.0 $3K 0.00% $130.42 +10.0%
173 SOLV SOLVENTUM CORP COM SHS Healthcare 39.0 $3K 0.00% $77.13 +13.4%
174 KRP KIMBELL RTY PARTNERS LP UNIT Energy 200.0 $3K 0.00% NEW $14.53 +2.6%
175 TER TERADYNE INC COM Technology 6.0 $3K 0.00% $483.83 -16.4%
176 ANDE ANDERSONS INC COM Consumer Defensive 42.0 $3K 0.00% $68.38 +0.7%
177 INFRASTRUCTURE CAPITAL NASDAQ OPTION INCOME ETF 28.0 $3K 0.00% NEW $102.57
178 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 50.0 $3K 0.00% -50.0 -50.0% $56.78 -3.0%
179 TGT TARGET CORP COM Consumer Defensive 20.0 $3K 0.00% $130.60 +16.8%
180 ROK ROCKWELL AUTOMATION INC COM Industrials 5.0 $2K 0.00% $495.00 -12.4%
Page 9 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%