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IFC Advisors LLC

Portfolio Manager
IFC Advisors LLC
Performance
-7.25% (2026 Q1)
AUM (13F)
$698.94M
# of Holdings
158
Performance Rank
Allocation (Top 20)
72.21%

IFC Advisors LLC Holdings Map

Top 50 IFC Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
16.45%585.9K$114.9M
+2.47%(+14.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 571.8K shares2026-Q1: 585.9K shares
$188.86(+10.33%)
2026-03-31
MGK
VANGUARD WORLD FD
9.86%187.5K$68.9M
+2.77%(+5.06K)
2025-Q1: 210.4K shares2025-Q2: 217.4K shares2025-Q3: 187.3K shares2025-Q4: 182.4K shares2026-Q1: 187.5K shares
$64.33(+37.89%)
2026-03-31
CARY
ANGEL OAK FUNDS TRUST
8.83%2.97M$61.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.97M shares
$20.80(-0.02%)
2026-03-31
PREF
PRINCIPAL EXCHANGE TRADED FD
7.35%2.73M$51.4M
+1.80%(+48.22K)
2025-Q1: 2.78M shares2025-Q2: 2.82M shares2025-Q3: 2.62M shares2025-Q4: 2.68M shares2026-Q1: 2.73M shares
$18.72(+1.51%)
2026-03-31
VO
VANGUARD INDEX FDS
5.39%131.1K$37.6M
-0.44%(-575)
2025-Q1: 136.5K shares2025-Q2: 140.7K shares2025-Q3: 128.6K shares2025-Q4: 131.7K shares2026-Q1: 131.1K shares
$66.19(+16.39%)
2026-03-31
UYLD
ANGEL OAK FUNDS TRUST
2.29%313.9K$16.0M
+39.42%(+88.76K)
2025-Q1: 149.0K shares2025-Q2: 146.2K shares2025-Q3: 279.0K shares2025-Q4: 225.2K shares2026-Q1: 313.9K shares
$51.10(-0.05%)
2026-03-31
GENI
GENIUS SPORTS LIMITED
2.27%3.58M$15.9M
+23.25%(+676.03K)
2025-Q1: 2.74M shares2025-Q2: 2.87M shares2025-Q3: 2.72M shares2025-Q4: 2.91M shares2026-Q1: 3.58M shares
$8.45(-50.16%)
2026-03-31
TXUE
THORNBURG ETF TR
2.25%488.2K$15.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 488.2K shares
$31.77(+8.38%)
2026-03-31
AAPL
APPLE INC
2.1%57.7K$14.6M
-10.42%(-6.71K)
2025-Q1: 61.0K shares2025-Q2: 58.8K shares2025-Q3: 58.9K shares2025-Q4: 64.4K shares2026-Q1: 57.7K shares
$234.99(+27.18%)
2026-03-31
ACWI
ISHARES TR
2.06%104.3K$14.4M
-0.35%(-371)
2025-Q1: 104.3K shares2025-Q2: 104.3K shares2025-Q3: 104.4K shares2025-Q4: 104.6K shares2026-Q1: 104.3K shares
$118.53(+31.52%)
2026-03-31

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