IFS Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
177
Total value ($000)
$170,887
Net value change ($000)
+38,723 (29.3%)
New positions
9
Sold out positions
2
Turnover %
18.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBDR 11,354 NEW
BND 6,812 NEW
BSCQ 4,702 NEW
AGG 3,925 NEW
TFLO 2,873 NEW
IVV 2,310 5.9%
USFR 1,533 NEW
IEFA 1,417 8.9%
DGRO 872 6.6%
SCHG 837 7.1%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -192 -0.9%
CAH -14 -6.5%
ADP -13 -4.7%
DE -13 -10.2%
TPL -8 -11.4%
NFLX -7 -9.9%
V -7 -3.7%
TLT -7 -100.0%
UPS -5 -17.9%
CRWD -3 -3.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type