IFS Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/6/2026
Form type
13F-HR
Num holdings
217
Total value ($000)
$194,050
Net value change ($000)
+1,572 (0.8%)
New positions
27
Sold out positions
3
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 778 3.4%
SPDW 620 7.9%
DGRO 457 2.8%
SCHA 261 6.4%
SGOV 254 1.4%
USFR 252 14.9%
VO 252 3.6%
JPM 209 5225.0%
IJH 203 1.9%
NEE 160 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,761 -5.5%
SCHG -1,107 -7.1%
AGG -114 -2.4%
IEFA -110 -0.8%
ADP -89 -38.9%
IWB -46 -5.8%
TSLA -43 -17.6%
BRK-B -29 -4.8%
IWF -24 -6.8%
AAPL -20 -4.2%
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