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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
VUGVanguard Growth Etf
Recent Activity
New Position
0.01%
$1,231
3 shares@ $410.34 avg price
GOVXGeovax Labs Inc Com Shs
Recent Activity
New Position
0.01%
$741
300 shares@ $2.47 avg price
ELDNEledon Pharmaceuticals Inc Com
Recent Activity
New Position
0.01%
$412
100 shares@ $4.12 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
New Position
0.01%
$38
1 shares@ $38.0 avg price