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Joseph Krichten

Ifs Group,llc

Assets Managed
$112.291M
Holdings
143
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-1.2%(2Q avg: -0.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ifs Group,llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 143 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 - Q1, they manage 112.291M in assets, with a quarterly growth rate of -1.2% and a 2-quarter average growth rate of -0.6%. The portfolio is managed by Joseph Krichten, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QDPL
Pacer Met Us Lrg Cap Dvd 400
Recent Activity
Decreased -1.6%
4.78%
$5.359M
133,518 shares@ $40.14 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Decreased -11.56%
3.42%
$3.831M
81,471 shares@ $47.03 avg price
FTCS
First Trust Capital Strength
Recent Activity
Decreased -11.34%
2.88%
$3.231M
34,831 shares@ $92.76 avg price
TPL
Texas Pacific Land Corp
Recent Activity
Increased 200%
2.71%
$3.032M
6,390 shares@ $474.56 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 4.43%
2.61%
$2.931M
59,207 shares@ $49.51 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 11.44%
2.56%
$2.863M
41,937 shares@ $68.29 avg price
AGGH
Simplify Aggregate Bond Etf
Recent Activity
Increased 5.22%
2.54%
$2.844M
139,748 shares@ $20.36 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 11.26%
2.49%
$2.785M
28,059 shares@ $99.28 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 14.37%
2.4%
$2.684M
29,649 shares@ $90.54 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 197.58%
2.01%
$2.256M
24,071 shares@ $93.75 avg price

1-10 of 143