IFC Advisors LLC

CIK

2053348

Location

LOS ANGELES, CA

Portfolio Value

Small $229,303,859

Diversification

Diversified

Filing Date

Global Rank

#3,917 / 8,605 ▼ 242 · as of Mar 2026

Top Industry

Internet Content & Information 13.6%

3Y Alpha vs SPY

-10.2%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+9.9%

SPY

+24.4%

Annualised alpha

-10.0%

Max drawdown

−17.2%

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

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

Top Position

6.9%

−4.8 pts

Top 5

27.6%

−4.5 pts

Top 10

45.1%

−2.6 pts

HHI

286

Diversified−58

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.6%	$56,434,492	26
Technology	21.0%	$48,051,016	19
Communication Services	13.9%	$31,932,933	7
Industrials	9.6%	$21,986,630	15
Consumer Cyclical	7.5%	$17,118,550	10
Healthcare	5.8%	$13,390,044	12
Energy	4.8%	$11,050,872	4
Consumer Defensive	4.3%	$9,783,085	5
Basic Materials	3.1%	$7,027,541	4
Utilities	2.7%	$6,298,696	3
Real Estate	1.5%	$3,332,157	1
Unclassified	1.3%	$2,897,843	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GENI	Genius Sports Ltd	+676,034	3,583,833	$15,876,380
KKR	KKR & Co. Inc.	+55,035	69,569	$6,435,132
NEE	Nextera Energy Inc	+6,438	60,442	$5,613,852
PGR	Progressive Corp/Oh/	+3,695	30,507	$6,047,707
MSFT	Microsoft Corp	+988	26,876	$9,948,688
JPM	Jpmorgan Chase & Co	+482	28,969	$8,521,521
MS	Morgan Stanley	+401	16,786	$2,762,472
CRM	Salesforce, Inc.	+376	1,552	$289,711
HON	Honeywell International Inc	+308	7,821	$1,767,780
PEP	Pepsico Inc	+298	8,093	$1,256,761
BRK-B	Berkshire Hathaway Inc	+241	22,534	$10,798,292
KO	Coca Cola Co	+233	23,598	$1,794,627
TJX	Tjx Companies Inc /De/	+198	1,569	$250,569
T	At&T Inc.	+187	10,717	$310,685
CI	Cigna Group	+120	2,035	$542,836
CVX	Chevron Corp	+118	12,762	$2,640,457
LRCX	Lam Research Corp	+111	1,451	$310,020
COP	Conocophillips	+84	20,182	$2,664,024
JNJ	Johnson & Johnson	+83	4,642	$1,134,690
WTW	Willis Towers Watson PLC	+68	12,203	$3,547,412
AMGN	Amgen Inc	+58	2,751	$967,939
UNP	Union Pacific Corp	+54	6,505	$1,578,243
MCD	Mcdonalds Corp	+43	8,096	$2,516,155
HHH	Howard Hughes Holdings Inc.	+22	52,674	$3,332,157
MRSH	Marsh & Mclennan Companies, Inc.	+20	1,561	$270,755
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RFMZ	RiverNorth Flexible Municipal Income Fund II, Inc.	−36,269	30,000	$379,500
FCX	Freeport-Mcmoran Inc	−9,463	88,972	$5,229,774
NVDA	Nvidia Corp	−8,810	63,187	$11,019,812
GBDC	GOLUB CAPITAL BDC, Inc.	−7,556	38,956	$493,182
AAPL	Apple Inc.	−6,712	57,725	$14,650,027
ADBE	Adobe Inc.	−2,000	1,040	$252,803
RTX	RTX Corp	−1,975	33,049	$6,375,152
SPY	Spdr S&P 500 ETF Trust	−1,336	2,186	$1,421,643
BX	Blackstone Inc.	−1,215	15,700	$1,805,343
GOOGL	Alphabet Inc.	−1,055	37,722	$10,847,338
WFC	Wells Fargo & Company/Mn	−908	2,646	$210,648
MRK	Merck & Co., Inc.	−824	2,418	$290,861
XOM	Exxon Mobil Corp	−787	32,295	$5,479,169
ABT	Abbott Laboratories	−750	10,781	$1,106,885
PLTR	Palantir Technologies Inc.	−703	1,613	$235,949
NFLX	Netflix Inc	−612	7,421	$713,529
AVGO	Broadcom Inc.	−434	14,351	$4,441,778
UBER	Uber Technologies, Inc	−405	2,839	$204,209
V	Visa Inc.	−377	6,310	$1,907,134
ISRG	Intuitive Surgical Inc	−351	665	$306,558
GOLF	Acushnet Holdings Corp.	−327	2,233	$208,740
CRWD	CrowdStrike Holdings, Inc.	−251	849	$82,864
ETN	Eaton Corp plc	−239	2,684	$959,986
NDAQ	Nasdaq, Inc.	−235	3,882	$329,542
SSD	Simpson Manufacturing Co., Inc.	−223	1,488	$255,370
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
RDDT	Reddit, Inc.	15,274	$2,056,644
HTGC	Hercules Capital, Inc.	22,721	$335,589
GILD	Gilead Sciences, Inc.	1,540	$214,629
NOC	Northrop Grumman Corp /De/	314	$214,223
RBC	RBC Bearings INC	389	$211,273
LYV	Live Nation Entertainment, Inc.	1,377	$210,006
HWM	Howmet Aerospace Inc.	909	$209,488
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
APO	Apollo Global Management, Inc.	36,703	$5,313,126
SLV	iShares Silver Trust	62,379	$4,018,455
FLUT	Flutter Entertainment plc	13,403	$2,882,181
PLD	Prologis, Inc.	14,858	$1,896,772
NEA	Nuveen AMT-Free Quality Municipal Income Fund	138,745	$1,613,604
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	51,967	$495,245
ORCL	Oracle Corp	2,158	$420,615
STWD	Starwood Property Trust, Inc.	21,294	$383,504
DLY	DoubleLine Yield Opportunities Fund	24,117	$350,661
SYK	Stryker Corp	785	$275,903
SPGI	S&P Global Inc.	470	$245,617
BSX	Boston Scientific Corp	2,478	$236,277
PG	PROCTER & GAMBLE Co	1,590	$227,862
UNH	Unitedhealth Group Inc	674	$222,494
MCO	Moodys Corp /De/	431	$220,176
MKL	Markel Group Inc.	102	$219,264
MELI	Mercadolibre Inc	106	$213,511
NXPI	NXP Semiconductors N.V.	977	$212,067
FCN	Fti Consulting, Inc	1,231	$210,291
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	16,908	$209,321
CBRE	Cbre Group, Inc.	1,284	$206,454
AMD	Advanced Micro Devices Inc	946	$202,595
OBDC	Blue Owl Capital Corp	16,000	$198,880
MPT	Medical Properties Trust Inc	13,682	$68,410
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 positions · $229,303,859 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 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GENI	Genius Sports Ltd Communication Services	Added	3,583,833	+676,034	$15,876,380	−50.5%	6.92%
AAPL	Apple Inc. Technology	Reduced	57,725	-6,712	$14,650,027	−16.4%	6.39%
NVDA	Nvidia Corp Technology	Reduced	63,187	-8,810	$11,019,812	−17.9%	4.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,722	-1,055	$10,847,338	−10.6%	4.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	22,534	+241	$10,798,292	−3.6%	4.71%
MSFT	Microsoft Corp Technology	Added	26,876	+988	$9,948,688	−20.5%	4.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,197	-97	$8,996,639	−10.0%	3.92%
JPM	Jpmorgan Chase & Co Financial Services	Added	28,969	+482	$8,521,521	−7.2%	3.72%
KKR	KKR & Co. Inc. Financial Services	Added	69,569	+55,035	$6,435,132	+247.3%	2.81%
RTX	RTX Corp Industrials	Reduced	33,049	-1,975	$6,375,152	−0.8%	2.78%
PGR	Progressive Corp/Oh/ Financial Services	Added	30,507	+3,695	$6,047,707	−0.9%	2.64%
NEE	Nextera Energy Inc Utilities	Added	60,442	+6,438	$5,613,852	+29.5%	2.45%
XOM	Exxon Mobil Corp Energy	Reduced	32,295	-787	$5,479,169	+37.6%	2.39%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	88,972	-9,463	$5,229,774	+4.6%	2.28%
CAT	Caterpillar Inc Industrials	Reduced	6,528	-140	$4,624,826	+21.1%	2.02%
LLY	ELI LILLY & Co Healthcare	Added	4,904	+7	$4,510,552	−14.3%	1.97%
AVGO	Broadcom Inc. Technology	Reduced	14,351	-434	$4,441,778	−13.2%	1.94%
WTW	Willis Towers Watson PLC Financial Services	Added	12,203	+68	$3,547,412	−11.0%	1.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,457	-5	$3,444,658	+15.4%	1.50%
HHH	Howard Hughes Holdings Inc. Real Estate	Added	52,674	+22	$3,332,157	−20.7%	1.45%
EME	EMCOR Group, Inc. Industrials	Reduced	4,006	-27	$2,957,669	+19.9%	1.29%
MS	Morgan Stanley Financial Services	Added	16,786	+401	$2,762,472	−5.0%	1.20%
AXP	American Express Co Financial Services	Reduced	8,995	-27	$2,720,807	−18.5%	1.19%
COP	Conocophillips Energy	Added	20,182	+84	$2,664,024	+41.6%	1.16%
WMT	Walmart Inc. Consumer Defensive	Reduced	21,417	-14	$2,661,704	+11.5%	1.16%
CVX	Chevron Corp Energy	Added	12,762	+118	$2,640,457	+37.0%	1.15%
MCD	Mcdonalds Corp Consumer Cyclical	Added	8,096	+43	$2,516,155	+2.2%	1.10%
MA	Mastercard Inc Financial Services	Reduced	4,420	-42	$2,208,497	−13.3%	0.96%
RDDT	Reddit, Inc. Communication Services	NEW	15,274	NEW	$2,056,644	NEW	0.90%
META	Meta Platforms, Inc. Communication Services	Reduced	3,353	-122	$1,918,351	−16.4%	0.84%
V	Visa Inc. Financial Services	Reduced	6,310	-377	$1,907,134	−18.7%	0.83%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,165	-189	$1,831,568	−11.5%	0.80%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,567	-8	$1,830,930	−4.6%	0.80%
BX	Blackstone Inc. Financial Services	Reduced	15,700	-1,215	$1,805,343	−30.8%	0.79%
DE	Deere & Co Industrials	Added	3,201	+6	$1,803,123	+21.2%	0.79%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,850	-221	$1,802,987	−20.9%	0.79%
KO	Coca Cola Co Consumer Defensive	Added	23,598	+233	$1,794,627	+9.9%	0.78%
HON	Honeywell International Inc Industrials	Added	7,821	+308	$1,767,780	+20.6%	0.77%
MSI	Motorola Solutions, Inc. Technology	Added	4,002	+1	$1,736,747	+13.2%	0.76%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	34,438	-35	$1,678,852	−11.5%	0.73%
UNP	Union Pacific Corp Industrials	Added	6,505	+54	$1,578,243	+5.8%	0.69%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	3,195	-61	$1,570,438	−16.8%	0.68%
CSCO	Cisco Systems, Inc. Technology	Added	19,156	+1	$1,486,314	+0.7%	0.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,186	-1,336	$1,421,643	−40.8%	0.62%
DHR	Danaher Corp /De/ Healthcare	Reduced	7,323	-80	$1,388,440	−18.1%	0.61%
TRV	Travelers Companies, Inc. Financial Services	Reduced	4,629	-2	$1,350,186	+0.5%	0.59%
SHW	Sherwin Williams Co Basic Materials	Reduced	4,037	-84	$1,294,060	−3.1%	0.56%
PEP	Pepsico Inc Consumer Defensive	Added	8,093	+298	$1,256,761	+12.3%	0.55%
JNJ	Johnson & Johnson Healthcare	Added	4,642	+83	$1,134,690	+20.3%	0.49%
ABT	Abbott Laboratories Healthcare	Reduced	10,781	-750	$1,106,885	−23.4%	0.48%