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Joseph Krichten

Ifs Group,llc

Assets Managed
$72.836M
Holdings
87
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
-35.13%(2Q avg: -18.17%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifs Group,llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Ifs Group,llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 72.836M in assets, with a quarterly growth rate of -35.13% and a 2-quarter average growth rate of -18.17%. The portfolio is managed by Joseph Krichten, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FVD
First Trust Value Line Dvd
Recent Activity
Increased 0.46%
5.42%
$3.943M
81,839 shares@ $48.18 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 12.55%
5.26%
$3.826M
47,196 shares@ $81.07 avg price
FTC
First Trust Large Cap Growth
Recent Activity
Increased 14.9%
4.41%
$3.207M
16,550 shares@ $193.78 avg price
FTCS
First Trust Capital Strength
Recent Activity
Decreased -6.04%
4.22%
$3.073M
32,724 shares@ $93.93 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 3.27%
4.16%
$3.029M
61,140 shares@ $49.55 avg price
TPL
Texas Pacific Land Corp
Recent Activity
3.84%
$2.797M
6,390 shares@ $437.65 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.11%
3.07%
$2.23M
6,310 shares@ $353.35 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -27.16%
2.78%
$2.023M
20,436 shares@ $98.98 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -14.23%
2.78%
$2.021M
10,100 shares@ $200.1 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Increased 1.23%
2.67%
$1.939M
39,848 shares@ $48.66 avg price

1-10 of 87