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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
MRKMerck & Co Inc Com
Recent Activity
Increased 33.51%
0.07%
$79,285
797 shares@ $99.48 avg price
XELXcel Energy Inc Com
Recent Activity
Increased 20.93%
0.07%
$78,053
1,156 shares@ $67.52 avg price
TAt&t Inc Com
Recent Activity
Increased 286.65%
0.06%
$75,819
3,329 shares@ $22.78 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 1625%
0.06%
$75,689
345 shares@ $219.39 avg price
MMM3m Co Com
Recent Activity
Increased 253.17%
0.06%
$72,032
558 shares@ $129.09 avg price
HDHome Depot Inc Com
Recent Activity
Increased 158.74%
0.05%
$63,405
163 shares@ $388.99 avg price
MOAltria Group Inc Com
Recent Activity
Increased 330.4%
0.05%
$51,087
977 shares@ $52.29 avg price
VZVerizon Communications Inc Com
Recent Activity
Increased 244.14%
0.04%
$44,591
1,115 shares@ $40.0 avg price
BMYBristol-myers Squibb Co Com
Recent Activity
Increased 359.29%
0.04%
$43,381
767 shares@ $56.56 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 53.85%
0.04%
$42,485
100 shares@ $424.85 avg price