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LARRY BROXTERMAN

@Ifs Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$127.225MTotal holdings188
Assets growth rate0.75%Assets growth rate (2-Q avg)3.63%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifs Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Ifs Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 127.225M in assets, with a quarterly growth rate of 0.75% and a 2-quarter average growth rate of 3.63%. The portfolio is managed by LARRY BROXTERMAN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -2.14%
41.72%
$53.075M
90,159 shares@ $588.69 avg price
SGOVIshares 0-3 Month Treasury Bond Etf
Recent Activity
Decreased -0.47%
15.47%
$19.68M
196,171 shares@ $100.33 avg price
VGTVanguard Information Technology Etf
Recent Activity
Decreased -4.22%
10.02%
$12.748M
20,501 shares@ $621.82 avg price
DGROIshares Core Dividend Growth Etf
Recent Activity
Decreased -0.03%
9.84%
$12.516M
204,037 shares@ $61.35 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Decreased -2.5%
5.45%
$6.928M
111,182 shares@ $62.32 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Decreased -1.17%
5.15%
$6.544M
56,794 shares@ $115.23 avg price
IWBIshares Russell 1000 Etf
Recent Activity
Decreased -3.3%
0.57%
$716,483
2,224 shares@ $322.16 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -4.68%
0.2%
$253,396
631 shares@ $401.58 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -2.5%
0.14%
$168,108
312 shares@ $538.81 avg price