Ifs Advisors, LLC has filed its 13F form on April 04, 2024 for Q1 2024 where it was disclosed a total value porftolio of $114 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.1M, Ishares Trishares 0 3 Mnth Tre with a value of $15.8M, Ishares Core Dividend Growth E with a value of $12.1M, Vanguard Information Technolog with a value of $11.3M, and Ishares Core S&P Mid Cap ETF with a value of $6.94M.
Examining the 13F form we can see an increase of $30.4M in the current position value, from $84.1M to 114M.
Below you can find more details about Ifs Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$114 Million
ETFs: $112 Million
Technology: $492,000
Financial Services: $454,000
Industrials: $362,000
Healthcare: $173,000
Consumer Cyclical: $148,000
Consumer Defensive: $147,000
Utilities: $132,000
Other: $252,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions