IFS Advisors, LLC

CIK

1765617

Location

OVERLAND PARK, KS

Portfolio Value

Micro $5,970,600

Diversification

Diversified

Filing Date

Global Rank

#8,326 / 8,623 ▲ 123 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 12.5%

3Y Alpha vs SPY

-3.9%

Period ended 4 months ago

Filed Apr 6, 2026 · 4mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.0%

SPY

+67.9%

Annualised alpha

-2.1%

Max drawdown

−14.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

174 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.7%

−3.2 pts

Top 5

30.0%

−9.7 pts

Top 10

45.8%

−14.6 pts

HHI

315

Diversified−170

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	18.9%	$1,128,599	23
Technology	18.5%	$1,105,135	29
Utilities	12.4%	$738,156	17
Unclassified	9.5%	$569,631	6
Healthcare	8.8%	$527,041	15
Consumer Cyclical	7.2%	$431,050	15
Consumer Defensive	6.8%	$408,312	16
Energy	6.6%	$393,788	10
Industrials	6.1%	$361,522	19
Communication Services	3.6%	$215,006	10
Real Estate	1.1%	$64,478	11
Basic Materials	0.5%	$27,882	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
MO	Altria Group, Inc.	+1,013	1,240	$81,827
JPM	Jpmorgan Chase & Co	+714	725	$213,266
XOM	ExxonMobil Holdings Corp	+570	781	$132,504
XEL	Xcel Energy Inc	+508	1,450	$115,188
DOW	Dow Inc.	+392	579	$24,115
CVX	Chevron Corp	+345	562	$116,277
IBIT	iShares Bitcoin Trust ETF	+320	1,095	$42,069
ADM	Archer-Daniels-Midland Co	+193	368	$26,749
AEP	American Electric Power Co Inc	+188	759	$99,489
NFLX	Netflix Inc	+150	250	$24,037
UPS	United Parcel Service Inc	+143	266	$26,169
DIS	Walt Disney Co	+100	202	$19,468
AMZN	Amazon Com Inc	+89	514	$107,050
NVDA	Nvidia Corp	+80	1,058	$184,515
AAPL	Apple Inc.	+47	1,816	$460,882
V	Visa Inc.	+46	609	$184,064
UBER	Uber Technologies, Inc	+43	173	$12,443
BAC	Bank Of America Corp /De/	+23	272	$13,260
META	Meta Platforms, Inc.	+18	125	$71,516
COST	Costco Wholesale Corp /New	+2	21	$20,925
CSCO	Cisco Systems, Inc.	+1	36	$2,793
MSFT	Microsoft Corp	+1	57	$21,099
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
ADP	Automatic Data Processing Inc	−200	691	$140,397
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	1,725	$160,218
LNT	Alliant Energy Corp	1,553	$111,443
PM	Philip Morris International Inc.	437	$72,253
INGR	Ingredion Inc	398	$44,838
ED	Consolidated Edison Inc	332	$37,575
BMY	Bristol Myers Squibb Co	579	$35,116
SO	Southern Co	348	$33,588
CBC	Central Bancompany, Inc.	1,135	$27,183
PEG	Public Service Enterprise Group Inc	328	$26,551
EIX	Edison International	352	$25,759
MDLZ	Mondelez International, Inc.	410	$23,632
DUK	Duke Energy CORP	154	$20,164
BG	Bunge Global SA	150	$19,080
CNP	Centerpoint Energy Inc	387	$16,702
GE	General Electric Co	58	$16,458
DTE	Dte Energy Co	105	$15,353
UL	Unilever PLC	266	$15,154
PANW	Palo Alto Networks Inc	89	$14,268
CEG	Constellation Energy Corp	50	$13,962
SRE	Sempra	140	$13,603
GEV	GE Vernova Inc.	14	$12,220
SR	Spire Inc	94	$8,510
DTM	DT Midstream, Inc.	48	$6,464
STWD	Starwood Property Trust, Inc.	275	$4,735
ROK	Rockwell Automation, Inc	5	$1,794
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MNST	Monster Beverage Corp	100	$7,667
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

174 tracked positions · $5,970,600 total · filing declares 217 positions · $194,049,676 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 174 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,213	0	$581,269	−4.7%	9.74%
AAPL	Apple Inc. Technology	Added	1,816	+47	$460,882	−4.2%	7.72%
CAH	Cardinal Health Inc Healthcare	Held	1,280	0	$270,476	+2.8%	4.53%
QQQ	Invesco Qqq Trust, Series 1	Held	431	0	$248,764	−6.0%	4.17%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	491	0	$227,426	−3.6%	3.81%
JPM	Jpmorgan Chase & Co Financial Services	Added	725	+714	$213,266	+5917.7%	3.57%
TSLA	Tesla, Inc. Consumer Cyclical	Held	542	0	$201,488	−17.3%	3.37%
NVDA	Nvidia Corp Technology	Added	1,058	+80	$184,515	+1.2%	3.09%
V	Visa Inc. Financial Services	Added	609	+46	$184,064	−6.8%	3.08%
DE	Deere & Co Industrials	Held	286	0	$161,103	+21.0%	2.70%
NEE	Nextera Energy Inc Utilities	NEW	1,725	NEW	$160,218	NEW	2.68%
ADP	Automatic Data Processing Inc Technology	Reduced	691	-200	$140,397	−38.7%	2.35%
XOM	ExxonMobil Holdings Corp Energy	Added	781	+570	$132,504	+421.9%	2.22%
CVX	Chevron Corp Energy	Added	562	+345	$116,277	+251.6%	1.95%
XEL	Xcel Energy Inc Utilities	Added	1,450	+508	$115,188	+65.6%	1.93%
LNT	Alliant Energy Corp Utilities	NEW	1,553	NEW	$111,443	NEW	1.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	514	+89	$107,050	+9.1%	1.79%
AEP	American Electric Power Co Inc Utilities	Added	759	+188	$99,489	+51.1%	1.67%
TPL	Texas Pacific Land Corp Energy	Held	198	0	$93,962	+65.2%	1.57%
MO	Altria Group, Inc. Consumer Defensive	Added	1,240	+1,013	$81,827	+525.2%	1.37%
PM	Philip Morris International Inc. Consumer Defensive	NEW	437	NEW	$72,253	NEW	1.21%
MRK	Merck & Co., Inc. Healthcare	Held	597	0	$71,813	+14.3%	1.20%
META	Meta Platforms, Inc. Communication Services	Added	125	+18	$71,516	+1.3%	1.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	465	0	$67,164	+0.8%	1.12%
VZ	Verizon Communications Inc Communication Services	Held	1,227	0	$61,595	+23.3%	1.03%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	149	0	$58,171	−16.7%	0.97%
PFE	Pfizer Inc Healthcare	Held	1,820	0	$51,105	+12.8%	0.86%
IBM	International Business Machines Corp Technology	Held	197	0	$47,750	−18.2%	0.80%
INGR	Ingredion Inc Consumer Defensive	NEW	398	NEW	$44,838	NEW	0.75%
F	Ford Motor Co Consumer Cyclical	Held	3,795	0	$43,794	−12.0%	0.73%
ABBV	AbbVie Inc. Healthcare	Held	200	0	$43,498	−4.8%	0.73%
IBIT	iShares Bitcoin Trust ETF	Added	1,095	+320	$42,069	+9.3%	0.70%
ED	Consolidated Edison Inc Utilities	NEW	332	NEW	$37,575	NEW	0.63%
CAT	Caterpillar Inc Industrials	Held	53	0	$37,548	+23.7%	0.63%
AMD	Advanced Micro Devices Inc Technology	Held	180	0	$36,617	−5.0%	0.61%
BMY	Bristol Myers Squibb Co Healthcare	NEW	579	NEW	$35,116	NEW	0.59%
SO	Southern Co Utilities	NEW	348	NEW	$33,588	NEW	0.56%
CFFN	Capitol Federal Financial, Inc. Financial Services	Held	4,442	0	$31,671	+4.7%	0.53%
AVGO	Broadcom Inc. Technology	Held	100	0	$30,951	−10.6%	0.52%
CBC	Central Bancompany, Inc. Financial Services	NEW	1,135	NEW	$27,183	NEW	0.46%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	368	+193	$26,749	+165.9%	0.45%
PEG	Public Service Enterprise Group Inc Utilities	NEW	328	NEW	$26,551	NEW	0.44%
UPS	United Parcel Service Inc Industrials	Added	266	+143	$26,169	+114.5%	0.44%
EIX	Edison International Utilities	NEW	352	NEW	$25,759	NEW	0.43%
T	At&T Inc. Communication Services	Held	864	0	$25,047	+16.7%	0.42%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Held	675	0	$24,381	+4.0%	0.41%
DOW	Dow Inc. Basic Materials	Added	579	+392	$24,115	+451.6%	0.40%
NFLX	Netflix Inc Communication Services	Added	250	+150	$24,037	+156.4%	0.40%
USO	United States Oil Fund, LP	Held	186	0	$23,668	+84.0%	0.40%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	410	NEW	$23,632	NEW	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.