IFS Advisors, LLC

CIK

1765617

Location

OVERLAND PARK, KS

Portfolio Value

Micro $5,970,689

Diversification

Diversified

Filing Date

Global Rank

#7,938 / 8,232 ▲ 258

Top Industry

Utilities - Regulated Electric 12.5%

3Y Alpha vs SPY

-4.4%

Period ended 2 months ago

Filed Apr 6, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.6%

SPY

+76.3%

Annualised alpha

-4.4%

Max drawdown

−14.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

9.7%

−3.2 pts

Top 5

30.0%

−9.6 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%	$431,139	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	Exxon Mobil 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 positions · $5,970,689 total · 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
ONL	Orion Properties Inc. Real Estate	Held	15	0	$32	−3.0%	0.00%
NLOP	Net Lease Office Properties Real Estate	Held	3	0	$34	−55.8%	0.00%
SPCE	Virgin Galactic Holdings, Inc Industrials	Held	22	0	$53	−24.3%	0.00%
PRPL	Purple Innovation, Inc. Consumer Cyclical	Held	140	0	$92	−4.2%	0.00%
SLQT	SelectQuote, Inc. Financial Services	Held	185	0	$116	−55.4%	0.00%
M	Macy's, Inc. Consumer Cyclical	Held	10	0	$180	−18.2%	0.00%
LUMN	Lumen Technologies, Inc. Communication Services	Held	26	0	$180	−10.9%	0.00%
DNUT	Krispy Kreme, Inc. Consumer Defensive	Held	56	0	$189	−16.0%	0.00%
OGN	Organon & Co. Healthcare	Held	58	0	$347	−16.4%	0.01%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	Held	19	0	$355	−16.3%	0.01%
CLNE	Clean Energy Fuels Corp. Energy	Held	160	0	$396	+17.9%	0.01%
KSCP	Knightscope, Inc. Industrials	Held	100	0	$417	+12.4%	0.01%
AI	C3.ai, Inc. Technology	Held	50	0	$421	−37.5%	0.01%
ARCC	Ares Capital Corp Financial Services	Held	30	0	$540	−10.9%	0.01%
KD	Kyndryl Holdings, Inc. Technology	Held	42	0	$551	−50.6%	0.01%
MGM	MGM Resorts International Consumer Cyclical	Held	18	0	$666	+1.5%	0.01%
VTRS	Viatris Inc Healthcare	Held	51	0	$689	+8.7%	0.01%
CRM	Salesforce, Inc. Technology	Held	4	0	$746	−29.6%	0.01%
BHF	Brighthouse Financial, Inc. Financial Services	Held	13	0	$778	−7.6%	0.01%
RBLX	Roblox Corp Communication Services	Held	16	0	$904	−30.2%	0.02%
MP	MP Materials Corp. / DE Basic Materials	Held	20	0	$965	−4.5%	0.02%
IIPR	Innovative Industrial Properties Inc Real Estate	Held	20	0	$1,003	+5.9%	0.02%
CG	Carlyle Group Inc. Financial Services	Held	23	0	$1,112	−18.2%	0.02%
PYPL	PayPal Holdings, Inc. Financial Services	Held	25	0	$1,130	−22.5%	0.02%
SGA	Saga Communications Inc Communication Services	Held	100	0	$1,170	+2.2%	0.02%
PRU	Prudential Financial Inc Financial Services	Held	12	0	$1,172	−13.4%	0.02%
MSIF	Msc Income Fund, Inc. Financial Services	Held	100	0	$1,218	−7.3%	0.02%
S	SentinelOne, Inc. Technology	Held	100	0	$1,288	−14.1%	0.02%
XYZ	Block, Inc. Technology	Held	25	0	$1,504	−7.6%	0.03%
ESCA	Escalade Inc Consumer Cyclical	Held	100	0	$1,717	+27.3%	0.03%
DARE	Dare Bioscience, Inc. Healthcare	Held	950	0	$1,729	−5.7%	0.03%
MET	Metlife Inc Financial Services	Held	25	0	$1,768	−10.4%	0.03%
TER	Teradyne, Inc Technology	NEW	6	NEW	$1,778	NEW	0.03%
ROK	Rockwell Automation, Inc Industrials	NEW	5	NEW	$1,794	NEW	0.03%
EBF	Ennis, Inc. Industrials	Held	100	0	$2,142	+18.9%	0.04%
OBDC	Blue Owl Capital Corp Financial Services	Held	200	0	$2,212	−11.0%	0.04%
ARM	Arm Holdings PLC /Uk Technology	Held	15	0	$2,269	+38.4%	0.04%
OKTA	Okta, Inc. Technology	Held	30	0	$2,361	−9.0%	0.04%
TGT	Target Corp Consumer Defensive	Held	20	0	$2,424	+24.0%	0.04%
PAGP	Plains Gp Holdings LP Energy	Held	100	0	$2,428	+26.9%	0.04%
SOLV	Solventum Corp Healthcare	Held	39	0	$2,546	−17.6%	0.04%
CSCO	Cisco Systems, Inc. Technology	Added	36	+1	$2,793	+3.6%	0.05%
MRNA	Moderna, Inc. Healthcare	Held	55	0	$2,794	+72.4%	0.05%
CMP	Compass Minerals International Inc Basic Materials	Held	120	0	$2,802	+18.9%	0.05%
CRSP	CRISPR Therapeutics AG Healthcare	Held	59	0	$2,806	−9.3%	0.05%
DPZ	Dominos Pizza Inc Consumer Cyclical	Held	8	0	$2,870	−13.9%	0.05%
TTAN	ServiceTitan, Inc. Technology	Held	47	0	$2,982	−40.4%	0.05%
ANDE	Andersons, Inc. Consumer Defensive	Held	42	0	$3,014	+35.0%	0.05%
SHAK	Shake Shack Inc. Consumer Cyclical	Held	35	0	$3,096	+9.0%	0.05%
WPC	W. P. Carey Inc. Real Estate	Held	48	0	$3,262	+5.6%	0.05%