13FBOX
IFS Advisors, LLC · 13F Holdings
Options Calculator Rankings

IFS Advisors, LLC

No.7003 Data as of 2026Q2
Latest AUM (Q2 2026)
$208.8M
QoQ Change Q1 2026
+$14.8M+7.6%
Holdings
219
New Buys
9
Adds
20
Reduces
21
Exits
6
Unchanged
169
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
16.35%15.63%$34.1M45,588$30.3M46,422-834-1.80%Reduce
IISHARES TRIBDR
11.3%12.09%$23.6M973,964$23.5M967,802+6,162+0.64%Add
IISHARES TRDGRO
8.71%8.72%$18.2M240,027$16.9M241,130-1,103-0.46%Reduce
IISHARES TRSGOV
8.49%9.19%$17.7M176,007$17.8M177,167-1,160-0.65%Reduce
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
8.12%7.51%$17.0M501,330$14.6M500,081+1,249+0.25%Add
IINVESCO EXCH TRD SLF IDX FDBSCQ
7.17%7.64%$15.0M766,729$14.8M759,178+7,551+0.99%Add
IISHARES TRIEFA
6.97%7.16%$14.6M150,786$13.9M153,578-2,792-1.82%Reduce
IISHARES COREIJH
5.96%5.68%$12.4M161,401$11.0M163,242-1,841-1.13%Reduce
SSPDR INDEX SHS FDSSPDW
4.57%4.36%$9.6M189,548$8.5M185,542+4,006+2.16%Add
IISHARES COREIJR
4.31%4.05%$9.0M60,687$7.9M63,266-2,579-4.08%Reduce
VVANGUARD MIDVO
3.89%3.69%$8.1M100,813$7.2M24,945+75,868+304.14%Add
VVANGUARD TOTALBND
2.8%2.97%$5.9M79,703$5.8M78,303+1,400+1.79%Add
SSCHWAB USSCHA
2.63%2.25%$5.5M152,032$4.4M150,002+2,030+1.35%Add
IISHARES TRAGG
2.22%2.4%$4.6M46,847$4.7M46,843+4+0.01%Add
IISHARES TRICSH
1.25%1.39%$2.6M51,368$2.7M53,225-1,857-3.49%Reduce
WWISDOMTREE FLOATING RATE TREASURY FUNDUSFR
0.88%1%$1.8M36,381$1.9M38,497-2,116-5.50%Reduce
IISHARES RUSSELLIWB
0.41%0.39%$860,7692,102$754,1242,115-13-0.61%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.29%0.3%$606,9731,213$581,2691,21300.00%Unchanged
APPLE INCAAPL
0.25%0.24%$514,1031,776$461,0301,816-40-2.20%Reduce
WWISDOMTREE U.S. LARGECAP FUNDEPS
0.18%0.17%$372,8474,793$331,9004,873-80-1.64%Reduce
IISHARES RUSSELLIWF
0.18%0.17%$368,1642,965$327,048767+2,198+286.57%Add
IINVESCO QQQ TRVOO
0.15%0.13%$317,388431$248,76443100.00%Unchanged
CARDINAL HEALTH INCCAH
0.15%0.14%$304,0761,280$270,4761,28000.00%Unchanged
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.12%0.12%$256,493491$227,42649100.00%Unchanged
JPMORGAN CHASE & COJPM
0.11%0.11%$237,467725$213,38772500.00%Unchanged
TESLA INCTSLA
0.11%0.1%$227,965542$201,48854200.00%Unchanged
NVIDIA CORPORATIONNVDA
0.09%0.1%$195,688978$184,5151,058-80-7.56%Reduce
VISA INCV
0.09%0.09%$193,331563$184,215609-46-7.55%Reduce
DEERE & CODE
0.09%0.08%$181,624286$161,28628600.00%Unchanged
AUTOMATIC DATA PROCESSING INADP
0.07%0.07%$154,749691$140,39769100.00%Unchanged
NNEXTERA ENERGY INCNEE
0.07%0.08%$151,4031,725$160,2181,72500.00%Unchanged
ALLIANT ENERGY CORP COMLNT
0.06%0.06%$118,4781,553$111,4431,55300.00%Unchanged
XCEL ENERGY INC COMXEL
0.06%0.06%$116,4351,450$115,1881,45000.00%Unchanged
CROWDSTRIKE HLDGS INCCRWD
0.05%0.03%$113,707149$58,17114900.00%Unchanged
EXXON MOBIL CORPXOM
0.05%0.07%$106,778781$132,50478100.00%Unchanged
IINNOVATOR ETFS TRUST UNCAPPED ACCLRTDXUSP
0.05%0.06%$106,6362,025$123,9432,807-782-27.86%Reduce
ADVANCED MICRO DEVICES INCAMD
0.05%0.02%$104,563180$36,61718000.00%Unchanged
AMERICAN ELEC PWR CO INCAEP
0.05%0.05%$103,838759$99,48975900.00%Unchanged
IINVESCO EXCH TRADED FD TR IISPHD
0.05%0.05%$99,2391,952$102,7912,072-120-5.79%Reduce
SSPACE EXPLORATION TECHN CORPSPCX
0.05%$93,973550$00+550New Buy
CHEVRON CORPORATIONCVX
0.04%0.06%$93,157562$116,27756200.00%Unchanged
IISHARES TRIWD
0.04%0.04%$92,850383$81,83538300.00%Unchanged
VVANGUARD WORLD FDVGT
0.04%0.03%$92,595774$67,56796+678+706.25%Add
AMAZON COM INCAMZN
0.04%0.06%$91,999386$107,050514-128-24.90%Reduce
VVANGUARD INDEX FDSVOO
0.04%0.04%$89,285130$78,876132-2-1.52%Reduce
ALTRIA GROUP INCMO
0.04%0.04%$89,2181,240$81,8271,24000.00%Unchanged
TTEXAS PACIFIC LAND CORPORATITPL
0.04%0.05%$86,652198$93,96219800.00%Unchanged
PHILIP MORRIS INTL INCPM
0.04%0.04%$79,057437$72,25343700.00%Unchanged
MERCK & CO INCMRK
0.04%0.04%$76,714597$71,81359700.00%Unchanged
IINVESCO ACTVELY MNGD ETC FDPDBC
0.04%0.04%$74,6364,700$81,4044,70000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow