StockDriftsStockDriftsTop 50 Ifs Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 10.47% | 45.4K | $34.7M | -0.50%(-226) | $425.98(+80.76%) | 2026-09-30 | |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 5.82% | 797.1K | $19.3M | -18.16%(-176.88K) | $24.27(-0.24%) | 2026-09-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 5.53% | 510.8K | $18.4M | +1.88%(+9.43K) | $28.28(+25.81%) | 2026-09-30 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 5.42% | 238.6K | $18.0M | -0.58%(-1.40K) | $50.94(+54.08%) | 2026-09-30 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 5.39% | 177.8K | $17.9M | +0.99%(+1.75K) | $100.54(+0.05%) | 2026-09-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4.36% | 149.5K | $14.5M | -0.86%(-1.30K) | $80.14(+19.74%) | 2026-09-30 | |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 3.5% | 594.3K | $11.6M | -22.48%(-172.39K) | $19.56(-0.35%) | 2026-09-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 3.48% | 160.7K | $11.6M | -0.41%(-669) | $54.23(+33.47%) | 2026-09-30 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 2.9% | 191.9K | $9.6M | +1.26%(+2.38K) | $43.83(+12.40%) | 2026-09-30 | |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 2.87% | 362.9K | $9.5M | new | $26.78(-1.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.62% | +54.58% | +8.48% | +50.25% |
| Top 20 Holdings Unweighted | +14.35% | +49.53% | +6.23% | +35.26% |
Ifs Advisors LLC reports $331.94M in US-listed equity holdings across 463 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.5%), IBDR (5.8%) and SCHG (5.5%). The top 20 holdings account for 68.81% of reported assets. Its disclosed equity book has returned +54.58% on a three-year cumulative basis. Figures reflect the Q3 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 Ifs Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765617). View Ifs Advisors LLC’s 13F filings on SEC