Top 50 IFC Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 16.36% | 591.1K | $128.8M | +0.90%(+5.29K) | $189.01(+19.47%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 10.47% | 938.0K | $82.5M | +0.05%(+509) | $64.34(+40.53%) | 2026-06-30 | |
| CARY | ANGEL OAK FUNDS TRUST | 7.84% | 2.97M | $61.8M | +0.07%(+2.06K) | $20.80(-0.55%) | 2026-06-30 | |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 6.71% | 2.77M | $52.9M | +1.59%(+43.47K) | $18.72(+0.62%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.4% | 527.5K | $42.5M | +0.59%(+3.10K) | $66.24(+25.33%) | 2026-06-30 | |
| GENI | GENIUS SPORTS LIMITED | 3.12% | 4.05M | $24.6M | +13.09%(+469.29K) | $8.07(-3.98%) | 2026-06-30 | |
| TXUE | THORNBURG ETF TR | 2.23% | 509.2K | $17.6M | +4.29%(+20.96K) | $31.81(+15.32%) | 2026-06-30 | |
| ACWI | ISHARES TR | 2.08% | 104.4K | $16.4M | +0.08%(+85) | $119.43(+35.20%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.05% | 55.7K | $16.1M | -3.46%(-2.00K) | $234.99(+30.50%) | 2026-06-30 | |
| UYLD | ANGEL OAK FUNDS TRUST | 1.74% | 269.0K | $13.7M | -14.31%(-44.93K) | $51.10(-0.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +21.22% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +23.56% |
IFC Advisors LLC reports $787.64M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are VTV (16.4%), MGK (10.5%) and CARY (7.8%). The top 20 holdings account for 71.33% of reported assets. Its disclosed equity book has returned +21.22% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from IFC Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053348). View IFC Advisors LLCโs 13F filings on SEC