Sign In
test

LARRY BROXTERMAN

Ifs Advisors, Llc

Assets Managed
$194.05M
Holdings
217
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
0.82%(2Q avg: 6.73%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifs Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 217 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 194.05M in assets, with a quarterly growth rate of 0.82% and a 2-quarter average growth rate of 6.73%. The portfolio is managed by LARRY BROXTERMAN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.9%
15.63%
$30.324M
46,422 shares@ $653.22 avg price
IBDR
Ishares Ibonds Dec 2026 Term
Recent Activity
Increased 3.39%
12.09%
$23.46M
967,802 shares@ $24.25 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 1.16%
9.2%
$17.834M
177,167 shares@ $100.67 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 1.67%
8.73%
$16.923M
241,130 shares@ $70.19 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Increased 1.22%
7.65%
$14.827M
759,178 shares@ $19.54 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 4.08%
7.51%
$14.567M
500,081 shares@ $29.14 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.95%
7.17%
$13.903M
153,578 shares@ $90.54 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.43%
5.69%
$11.024M
163,242 shares@ $67.54 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 4.98%
4.37%
$8.47M
185,542 shares@ $45.66 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.74%
4.06%
$7.865M
63,266 shares@ $124.32 avg price

1-10 of 217