IFS Advisors, LLC - Portfolio overview

IFS Advisors, LLC has 222 reported holdings in this dataset, with the latest filing dated 2026-04-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 15.62%
2. IBDR - ISHARES IBONDS DEC 2026 TERM CORPORATE ETF, 12.09%
3. SGOV - ISHARES 0-3 MONTH TREASURY BOND ETF, 9.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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