LARRY BROXTERMAN

@Ifs Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$127.225M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NAVINavient Corporation Com Recent Activity New Position	0.01%	$3,987 300 shares@ $13.29 avg price	New Position
TRMDTorm Plc Shs Cl A Recent Activity New Position	0.01%	$3,890 200 shares@ $19.45 avg price	New Position
AIQGlobal X Artificial Intelligence & Technology Etf Recent Activity New Position	0.01%	$3,864 100 shares@ $38.64 avg price	New Position
SPTNSpartannash Co Com Recent Activity New Position	0.01%	$3,664 200 shares@ $18.32 avg price	New Position
PGXInvesco Preferred Etf Recent Activity New Position	0.01%	$3,459 300 shares@ $11.53 avg price	New Position
COALRange Global Coal Index Etf Recent Activity New Position	0.01%	$3,427 165 shares@ $20.77 avg price	New Position
OBDCBlue Owl Capital Corporation Com Recent Activity New Position	0.01%	$3,024 200 shares@ $15.12 avg price	New Position
EMBIshares Jp Morgan Usd Emerging Markets Bond Etf Recent Activity New Position	0.01%	$2,047 23 shares@ $89.0 avg price	New Position
IWRIshares Russell Midcap Etf Recent Activity New Position	0.01%	$1,944 22 shares@ $88.37 avg price	New Position
FXIIshares China Large-cap Etf Recent Activity New Position	0.01%	$1,674 55 shares@ $30.44 avg price	New Position