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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
PMPhilip Morris Intl Inc Com
Recent Activity
New Position
0.05%
$60,175
500 shares@ $120.35 avg price
GDGeneral Dynamics Corp Com
Recent Activity
New Position
0.05%
$52,698
200 shares@ $263.49 avg price
ETREntergy Corp New Com
Recent Activity
New Position
0.03%
$30,328
400 shares@ $75.82 avg price
SCHXSchwab U.s. Large-cap Etf
Recent Activity
New Position
0.03%
$30,282
1,306 shares@ $23.19 avg price
LOWLowes Cos Inc Com
Recent Activity
New Position
0.02%
$24,680
100 shares@ $246.8 avg price
DOWDow Inc Com
Recent Activity
New Position
0.02%
$23,997
598 shares@ $40.13 avg price
ABTAbbott Labs Com
Recent Activity
New Position
0.02%
$22,622
200 shares@ $113.11 avg price
DUKDuke Energy Corp New Com New
Recent Activity
New Position
0.02%
$21,548
200 shares@ $107.74 avg price
KNTKKinetik Holdings Inc Com New Cl A
Recent Activity
New Position
0.01%
$11,342
200 shares@ $56.71 avg price
IPInternational Paper Co Com
Recent Activity
New Position
0.01%
$10,764
200 shares@ $53.82 avg price