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DAVE COLON

Ifc Advisors Llc

Assets Managed
$698.939M
Holdings
158
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
2.08%(2Q avg: 13.76%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifc Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Ifc Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 698.939M in assets, with a quarterly growth rate of 2.08% and a 2-quarter average growth rate of 13.76%. The portfolio is managed by DAVE COLON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 2.47%
16.45%
$114.946M
585,861 shares@ $196.21 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 2.78%
9.86%
$68.898M
187,508 shares@ $367.44 avg price
CARY
Angel Oak Income Etf
Recent Activity
New Position
8.84%
$61.717M
2.971M shares@ $20.78 avg price
PREF
Principal Spec Pr Sec Etf
Recent Activity
Increased 1.8%
7.36%
$51.385M
2.73M shares@ $18.82 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -0.43%
5.39%
$37.648M
131,097 shares@ $287.19 avg price
UYLD
Angel Oak Ultrashort Income
Recent Activity
Increased 39.43%
2.3%
$16.021M
313,913 shares@ $51.04 avg price
GENI
Genius Sports Ltd
Recent Activity
Increased 23.25%
2.28%
$15.876M
3.584M shares@ $4.43 avg price
TXUE
Thornburg Interntin Eqty Etf
Recent Activity
New Position
2.25%
$15.717M
488,245 shares@ $32.2 avg price
AAPL
Apple Inc
Recent Activity
Decreased -10.41%
2.1%
$14.65M
57,725 shares@ $253.79 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Decreased -0.35%
2.07%
$14.429M
104,276 shares@ $138.37 avg price

1-10 of 158