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 101–150 of 174 positions by value · page 3 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BAC	Bank Of America Corp /De/ Financial Services	Added	272	+23	$13,260	−3.2%	0.22%
SRE	Sempra Utilities	NEW	140	NEW	$13,603	NEW	0.23%
HEI	Heico Corp Industrials	Held	50	0	$13,710	−15.3%	0.23%
CEG	Constellation Energy Corp Utilities	NEW	50	NEW	$13,962	NEW	0.23%
OKE	Oneok Inc /New/ Energy	Held	155	0	$14,010	+23.0%	0.23%
PANW	Palo Alto Networks Inc Technology	NEW	89	NEW	$14,268	NEW	0.24%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Held	452	0	$14,468	−13.5%	0.24%
UNH	Unitedhealth Group Inc Healthcare	Held	55	0	$14,882	−18.0%	0.25%
UL	Unilever PLC Consumer Defensive	NEW	266	NEW	$15,154	NEW	0.25%
DTE	Dte Energy Co Utilities	NEW	105	NEW	$15,353	NEW	0.26%
GE	General Electric Co Industrials	NEW	58	NEW	$16,458	NEW	0.28%
CNP	Centerpoint Energy Inc Utilities	NEW	387	NEW	$16,702	NEW	0.28%
SKT	Tanger Inc. Real Estate	Held	500	0	$16,990	+1.8%	0.28%
JNJ	Johnson & Johnson Healthcare	Held	72	0	$17,599	+18.1%	0.29%
CSX	Csx Corp Industrials	Held	461	0	$18,924	+13.2%	0.32%
BG	Bunge Global SA Consumer Defensive	NEW	150	NEW	$19,080	NEW	0.32%
DIS	Walt Disney Co Communication Services	Added	202	+100	$19,468	+67.8%	0.33%
TRV	Travelers Companies, Inc. Financial Services	Held	69	0	$20,125	+0.6%	0.34%
DUK	Duke Energy CORP Utilities	NEW	154	NEW	$20,164	NEW	0.34%
HD	Home Depot, Inc. Consumer Cyclical	Held	63	0	$20,720	−4.4%	0.35%
UNG	United States Natural Gas Fund, LP	Held	1,775	0	$20,820	−4.3%	0.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	21	+2	$20,925	+27.7%	0.35%
MSFT	Microsoft Corp Technology	Added	57	+1	$21,099	−22.1%	0.35%
MMM	3M Co Industrials	Held	158	0	$22,946	−9.3%	0.38%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	410	NEW	$23,632	NEW	0.40%
USO	United States Oil Fund, LP	Held	186	0	$23,668	+84.0%	0.40%
NFLX	Netflix Inc Communication Services	Added	250	+150	$24,037	+156.4%	0.40%
DOW	Dow Inc. Basic Materials	Added	579	+392	$24,115	+451.6%	0.40%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Held	675	0	$24,381	+4.0%	0.41%
T	At&T Inc. Communication Services	Held	864	0	$25,047	+16.7%	0.42%
EIX	Edison International Utilities	NEW	352	NEW	$25,759	NEW	0.43%
UPS	United Parcel Service Inc Industrials	Added	266	+143	$26,169	+114.5%	0.44%
PEG	Public Service Enterprise Group Inc Utilities	NEW	328	NEW	$26,551	NEW	0.44%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	368	+193	$26,749	+165.9%	0.45%
CBC	Central Bancompany, Inc. Financial Services	NEW	1,135	NEW	$27,183	NEW	0.46%
AVGO	Broadcom Inc. Technology	Held	100	0	$30,951	−10.6%	0.52%
CFFN	Capitol Federal Financial, Inc. Financial Services	Held	4,442	0	$31,671	+4.7%	0.53%
SO	Southern Co Utilities	NEW	348	NEW	$33,588	NEW	0.56%
BMY	Bristol Myers Squibb Co Healthcare	NEW	579	NEW	$35,116	NEW	0.59%
AMD	Advanced Micro Devices Inc Technology	Held	180	0	$36,617	−5.0%	0.61%
CAT	Caterpillar Inc Industrials	Held	53	0	$37,548	+23.7%	0.63%
ED	Consolidated Edison Inc Utilities	NEW	332	NEW	$37,575	NEW	0.63%
IBIT	iShares Bitcoin Trust ETF	Added	1,095	+320	$42,069	+9.3%	0.70%
ABBV	AbbVie Inc. Healthcare	Held	200	0	$43,498	−4.8%	0.73%
F	Ford Motor Co Consumer Cyclical	Held	3,795	0	$43,794	−12.0%	0.73%
INGR	Ingredion Inc Consumer Defensive	NEW	398	NEW	$44,838	NEW	0.75%
IBM	International Business Machines Corp Technology	Held	197	0	$47,750	−18.2%	0.80%
PFE	Pfizer Inc Healthcare	Held	1,820	0	$51,105	+12.8%	0.86%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	149	0	$58,171	−16.7%	0.97%
VZ	Verizon Communications Inc Communication Services	Held	1,227	0	$61,595	+23.3%	1.03%