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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MOAltria Group Inc Com
| 0.05% | $51,087 977 shares@ $52.29 avg price | Increased 330.4% |
FLOTIshares Floating Rate Bond Etf
| 0.04% | $50,880 1,000 shares@ $50.88 avg price | |
SHYIshares 1-3 Year Treasury Bond Etf
| 0.04% | $49,188 600 shares@ $81.98 avg price | |
VZVerizon Communications Inc Com
| 0.04% | $44,591 1,115 shares@ $40.0 avg price | Increased 244.14% |
BMYBristol-myers Squibb Co Com
| 0.04% | $43,381 767 shares@ $56.56 avg price | Increased 359.29% |
IBMInternational Business Machs Com
| 0.04% | $43,306 197 shares@ $219.83 avg price | |
MSFTMicrosoft Corp Com
| 0.04% | $42,485 100 shares@ $424.85 avg price | Increased 53.85% |
FFord Mtr Co Com
| 0.04% | $40,540 4,095 shares@ $9.9 avg price | Increased 104.76% |
NFLXNetflix Inc Com
| 0.04% | $38,326 43 shares@ $891.31 avg price | |
ETREntergy Corp New Com
| 0.03% | $30,328 400 shares@ $75.82 avg price | New Position |