IFS Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
463
Total value ($000)
$331,944
Net value change ($000)
+123,142 (59.0%)
New positions
246
Sold out positions
3
Turnover %
34.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
CGMS 9,519 NEW
IWY 9,273 NEW
EVTR 6,634 NEW
XSMO 5,534 NEW
IBDT 5,262 NEW
CGDV 5,209 NEW
SPY 4,443 NEW
BSCR 4,071 NEW
IBBQ 3,818 NEW
AVUV 2,907 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBDR -4,278 -18.1%
BSCQ -3,368 -22.5%
IJH -881 -7.1%
IJR -859 -9.5%
SCHA -427 -7.8%
DGRO -202 -1.1%
VO -191 -2.4%
BND -137 -2.3%
AGG -124 -2.7%
IEFA -81 -0.6%
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