test

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
SCHASchwab U.s. Small-cap Etf
Recent Activity
Increased 95.62%
5.13%
$6.515M
251,924 shares@ $25.87 avg price
VOVanguard Mid-cap Etf
Recent Activity
Increased 0.69%
1.98%
$2.508M
9,496 shares@ $264.16 avg price
AAPLApple Inc Com
Recent Activity
Increased 12.77%
0.4%
$500,070
1,996 shares@ $250.54 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 67.04%
0.39%
$484,556
1,069 shares@ $453.28 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 1571.64%
0.2%
$253,542
2,357 shares@ $107.57 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 17.13%
0.12%
$142,347
1,060 shares@ $134.29 avg price
PFEPfizer Inc Com
Recent Activity
Increased 787.75%
0.08%
$97,975
3,693 shares@ $26.53 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 150%
0.07%
$88,850
500 shares@ $177.7 avg price
WMTWalmart Inc Com
Recent Activity
Increased 3000%
0.07%
$84,025
930 shares@ $90.35 avg price
AEPAmerican Elec Pwr Co Inc Com
Recent Activity
Increased 52.54%
0.07%
$80,332
871 shares@ $92.23 avg price