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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
SCHQSchwab Long-term U.s. Treasury Etf
Recent Activity
New Position
0.01%
$9,429
300 shares@ $31.43 avg price
LPLLg Display Co Ltd Spons Adr Rep
Recent Activity
New Position
0.01%
$9,332
3,040 shares@ $3.07 avg price
SNOWSnowflake Inc Cl A
Recent Activity
New Position
0.01%
$8,955
58 shares@ $154.4 avg price
PORPortland Gen Elec Co Com New
Recent Activity
New Position
0.01%
$8,724
200 shares@ $43.62 avg price
DELLDell Technologies Inc Cl C
Recent Activity
New Position
0.01%
$8,643
75 shares@ $115.24 avg price
KMIKinder Morgan Inc Del Com
Recent Activity
New Position
0.01%
$8,220
300 shares@ $27.4 avg price
CWEN⤦Clearway Energy Inc Cl A
Recent Activity
New Position
0.01%
$7,335
300 shares@ $24.45 avg price
RFRegions Financial Corp New Com
Recent Activity
New Position
0.01%
$7,056
300 shares@ $23.52 avg price
CNPCenterpoint Energy Inc Com
Recent Activity
New Position
0.01%
$6,346
200 shares@ $31.73 avg price
ENBEnbridge Inc Com
Recent Activity
New Position
0.01%
$4,243
100 shares@ $42.43 avg price