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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
CSCOCisco Sys Inc Com
Recent Activity
Increased 2.95%
0.01%
$2,072
35 shares@ $59.2 avg price
CGCarlyle Group Inc Com
Recent Activity
Increased 4.55%
0.01%
$1,162
23 shares@ $50.53 avg price