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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
FFord Mtr Co Com
Recent Activity
Increased 104.76%
0.04%
$40,540
4,095 shares@ $9.9 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 184.44%
0.03%
$29,450
1,078 shares@ $27.32 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
Increased 232.31%
0.03%
$27,237
216 shares@ $126.1 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 138.89%
0.02%
$24,874
172 shares@ $144.62 avg price
KHCKraft Heinz Co Com
Recent Activity
Increased 140.36%
0.02%
$21,036
685 shares@ $30.71 avg price
KKRKkr & Co Inc Com
Recent Activity
Increased 83.08%
0.02%
$17,601
119 shares@ $147.91 avg price
KOCoca Cola Co Com
Recent Activity
Increased 67.57%
0.02%
$15,440
248 shares@ $62.26 avg price
RTXRtx Corporation Com
Recent Activity
Increased 312.5%
0.02%
$15,275
132 shares@ $115.72 avg price
CVXChevron Corp New Com
Recent Activity
Increased 304.17%
0.02%
$14,049
97 shares@ $144.84 avg price
SONYSony Group Corp Sponsored Adr
Recent Activity
Increased 400%
0.01%
$12,484
590 shares@ $21.16 avg price