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
TAt&t Inc Com Recent Activity Increased 286.65%	0.06%	$75,819 3,329 shares@ $22.78 avg price	Increased 286.65%
AMZNAmazon Com Inc Com Recent Activity Increased 1625%	0.06%	$75,689 345 shares@ $219.39 avg price	Increased 1625%
TPLTexas Pacific Land Corporation Com Recent Activity	0.06%	$72,993 66 shares@ $1105.96 avg price
MMM3m Co Com Recent Activity Increased 253.17%	0.06%	$72,032 558 shares@ $129.09 avg price	Increased 253.17%
IWDIshares Russell 1000 Value Etf Recent Activity	0.06%	$70,904 383 shares@ $185.13 avg price
HDHome Depot Inc Com Recent Activity Increased 158.74%	0.05%	$63,405 163 shares@ $388.99 avg price	Increased 158.74%
METAMeta Platforms Inc Cl A Recent Activity	0.05%	$62,649 107 shares@ $585.51 avg price
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Recent Activity	0.05%	$61,053 4,700 shares@ $12.99 avg price
PMPhilip Morris Intl Inc Com Recent Activity New Position	0.05%	$60,175 500 shares@ $120.35 avg price	New Position
GDGeneral Dynamics Corp Com Recent Activity New Position	0.05%	$52,698 200 shares@ $263.49 avg price	New Position