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