Ifc Advisors LLC Top Holdings and 13F Report (2026) About Ifc Advisors LLCInvestment ActivityIfc Advisors LLC has $698.94 million in total holdings as of March 31, 2026.Ifc Advisors LLC owns shares of 158 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 14.70% of the portfolio was purchased this quarter.About 7.29% of the portfolio was sold this quarter.This quarter, Ifc Advisors LLC has purchased 175 new stocks and bought additional shares in 41 stocks.Ifc Advisors LLC sold shares of 90 stocks and completely divested from 26 stocks this quarter.Largest Holdings Vanguard Value ETF $114,945,958Vanguard Mega Cap Growth ETF $68,897,841ANGEL OAK FUNDS TRUST $61,716,581Principal Spectrum Preferred Securities Active ETF $51,384,848Vanguard Mid-Cap ETF $37,648,442 Largest New Holdings this Quarter 03463K760 - ANGEL OAK FUNDS TRUST $61,716,581 Holding88521L306 - THORNBURG ETF TR $15,716,607 Holding75734B100 - REDDIT INC $2,056,615 Holding427096508 - Hercules Capital $335,589 Holding375558103 - Gilead Sciences $214,674 Holding Largest Purchases this Quarter ANGEL OAK FUNDS TRUST 2,971,014 shares (about $61.72M)THORNBURG ETF TR 488,245 shares (about $15.72M)KKR & Co. Inc. 55,035 shares (about $5.09M)ANGEL OAK FUNDS TRUST 88,758 shares (about $4.53M)Genius Sports 676,034 shares (about $2.99M) Largest Sales this Quarter Vanguard Small-Cap ETF 47,261 shares (about $12.38M)Apple 6,712 shares (about $1.70M)NVIDIA 8,810 shares (about $1.54M)iShares Russell Mid-Cap ETF 11,093 shares (about $1.08M)SPDR S&P 500 ETF Trust 1,336 shares (about $868.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIfc Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$114,945,958$2,767,598 ▲2.5%585,86116.4%ETFMGKVanguard Mega Cap Growth ETF$68,897,841$1,859,244 ▲2.8%187,5089.9%ETFANGEL OAK FUNDS TRUST$61,716,581$61,716,581 ▲New Holding2,971,0148.8%INCOME ETFPREFPrincipal Spectrum Preferred Securities Active ETF$51,384,848$907,557 ▲1.8%2,730,3327.4%ETFVOVanguard Mid-Cap ETF$37,648,442$165,129 ▼-0.4%131,0975.4%ETFANGEL OAK FUNDS TRUST$16,020,527$4,529,758 ▲39.4%313,9132.3%OAK ULTRASHORTGENIGenius Sports$15,876,379$2,994,830 ▲23.2%3,583,8332.3%Computer and TechnologyTHORNBURG ETF TR$15,716,607$15,716,607 ▲New Holding488,2452.2%INTL EQUITY ETFAAPLApple$14,649,928$1,703,427 ▼-10.4%57,7252.1%Computer and TechnologyACWIiShares MSCI ACWI ETF$14,428,670$51,335 ▼-0.4%104,2762.1%ManufacturingNVDANVIDIA$11,019,820$1,536,465 ▼-12.2%63,1871.6%Computer and TechnologyGOOGLAlphabet$10,847,414$303,378 ▼-2.7%37,7221.6%Computer and TechnologyBRK.BBerkshire Hathaway$10,798,293$115,487 ▲1.1%22,5341.5%FinanceVTIVanguard Total Stock Market ETF$10,547,4040.0%32,8771.5%ETFMSFTMicrosoft$9,948,592$365,724 ▲3.8%26,8761.4%Computer and TechnologyIVViShares Core S&P 500 ETF$9,642,467$775,343 ▼-7.4%14,7621.4%ETFAMZNAmazon.com$8,996,639$20,202 ▼-0.2%43,1971.3%Retail/WholesaleJPMJPMorgan Chase & Co.$8,521,645$141,787 ▲1.7%28,9691.2%FinanceMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$6,611,235$403,138 ▼-5.7%166,0280.9%ETFKKRKKR & Co. Inc.$6,435,133$5,090,738 ▲378.7%69,5690.9%FinanceRTXRTX$6,375,178$380,979 ▼-5.6%33,0490.9%AerospacePGRProgressive$6,047,708$732,497 ▲13.8%30,5070.9%FinanceIWRiShares Russell Mid-Cap ETF$5,950,270$1,078,570 ▼-15.3%61,1980.9%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$5,790,8490.0%134,2650.8%ETFNEENextEra Energy$5,613,853$597,961 ▲11.9%60,4420.8%UtilitiesXOMExxonMobil$5,479,142$133,522 ▼-2.4%32,2950.8%EnergyFCXFreeport-McMoRan$5,229,774$556,235 ▼-9.6%88,9720.7%Basic MaterialsXLKTechnology Select Sector SPDR Fund$5,193,439$381,820 ▼-6.8%39,0780.7%ETFIWBiShares Russell 1000 ETF$4,660,9520.0%13,0720.7%ETFCATCaterpillar$4,624,678$99,181 ▼-2.1%6,5280.7%IndustrialsLLYEli Lilly and Company$4,510,763$6,439 ▲0.1%4,9040.6%MedicalAVGOBroadcom$4,441,778$134,327 ▼-2.9%14,3510.6%Computer and TechnologyBRK.ABerkshire Hathaway$4,308,8400.0%60.6%FinanceWTWWillis Towers Watson Public$3,547,412$19,768 ▲0.6%12,2030.5%FinanceCOSTCostco Wholesale$3,445,049$4,983 ▼-0.1%3,4570.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$3,404,378$612,737 ▼-15.3%7,9840.5%ETFHOWARD HUGHES HOLDINGS INC$3,332,157$1,392 ▲0.0%52,6740.5%COMVOOVanguard S&P 500 ETF$3,303,8540.0%5,5290.5%ETFGOOGAlphabet$3,148,675$199,948 ▼-6.0%10,9760.5%Computer and TechnologyEMEEMCOR Group$2,957,670$19,934 ▼-0.7%4,0060.4%ConstructionMSMorgan Stanley$2,762,447$65,992 ▲2.4%16,7860.4%FinanceAXPAmerican Express$2,720,808$8,167 ▼-0.3%8,9950.4%FinanceDVYiShares Select Dividend ETF$2,675,8690.0%17,6730.4%ETFCOPConocoPhillips$2,664,024$11,088 ▲0.4%20,1820.4%EnergyWALMART INC$2,661,705$1,740 ▼-0.1%21,4170.4%COMCVXChevron$2,640,458$24,414 ▲0.9%12,7620.4%EnergyVEAVanguard FTSE Developed Markets ETF$2,614,464$166,608 ▲6.8%40,8000.4%ETFMCDMcDonald's$2,516,270$13,365 ▲0.5%8,0960.4%Retail/WholesaleMAMastercard$2,208,497$20,986 ▼-0.9%4,4200.3%Business ServicesIJHiShares Core S&P Mid-Cap ETF$2,187,6340.0%32,3950.3%ETFREDDIT INC$2,056,615$2,056,615 ▲New Holding15,2740.3%CL AIWDiShares Russell 1000 Value ETF$1,924,098$550,414 ▼-22.2%9,0050.3%ETFMETAMeta Platforms$1,918,546$69,807 ▼-3.5%3,3530.3%Computer and TechnologyVVisa$1,907,097$113,942 ▼-5.6%6,3100.3%Business ServicesGSThe Goldman Sachs Group$1,831,530$159,889 ▼-8.0%2,1650.3%FinanceHDHome Depot$1,830,931$2,631 ▼-0.1%5,5670.3%Retail/WholesaleMEMMatthews Emerging Markets Equity Active ETF$1,818,528$1,064,479 ▲141.2%48,9620.3%ETFBXBlackstone$1,805,304$139,710 ▼-7.2%15,7000.3%FinanceDEDeere & Company$1,803,123$3,380 ▲0.2%3,2010.3%IndustrialsTSLATesla$1,802,988$82,157 ▼-4.4%4,8500.3%Auto/Tires/TrucksKOCocaCola$1,794,628$17,720 ▲1.0%23,5980.3%Consumer StaplesHONHoneywell International$1,767,747$69,616 ▲4.1%7,8210.3%Multi-Sector ConglomeratesMSIMotorola Solutions$1,736,748$434 ▲0.0%4,0020.2%Computer and TechnologyVUGVanguard Growth ETF$1,688,1930.0%3,8650.2%ETFBACBank of America$1,678,853$1,706 ▼-0.1%34,4380.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,652,787$162,844 ▼-9.0%12,9000.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,631,034$44,570 ▼-2.7%23,3840.2%ETFUNPUnion Pacific$1,578,273$13,102 ▲0.8%6,5050.2%TransportationTMOThermo Fisher Scientific$1,570,438$29,983 ▼-1.9%3,1950.2%MedicalCSCOCisco Systems$1,486,314$78 ▲0.0%19,1560.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,421,643$868,854 ▼-37.9%2,1860.2%FinanceDHRDanaher$1,388,441$15,168 ▼-1.1%7,3230.2%MedicalTRVTravelers Companies$1,350,249$583 ▼0.0%4,6290.2%FinanceSHWSherwin-Williams$1,294,060$26,926 ▼-2.0%4,0370.2%Basic MaterialsPEPPepsiCo$1,256,762$46,276 ▲3.8%8,0930.2%Consumer StaplesJNJJohnson & Johnson$1,134,664$20,288 ▲1.8%4,6420.2%MedicalIJRiShares Core S&P Small-Cap ETF$1,116,179$161,603 ▼-12.6%8,9790.2%ETFABTAbbott Laboratories$1,106,838$76,999 ▼-6.5%10,7810.2%MedicalADPAutomatic Data Processing$1,025,246$2,438 ▼-0.2%5,0460.1%Computer and TechnologyCMFiShares California Muni Bond ETF$1,016,031$72,894 ▼-6.7%17,8690.1%ETFAMGNAmgen$967,777$20,404 ▲2.2%2,7510.1%MedicalETNEaton$959,986$85,483 ▼-8.2%2,6840.1%IndustrialsISHARES BITCOIN TRUST ETF$932,8380.0%24,2800.1%SHS BEN INTBLACKROCK INC$884,018$16,353 ▼-1.8%9190.1%COMACNAccenture$775,512$4,362 ▼-0.6%3,9110.1%Computer and TechnologyABBVAbbVie$773,837$8,047 ▼-1.0%3,5580.1%MedicalGBILGoldman Sachs Access Treasury 0-1 Year ETF$729,326$22,845 ▼-3.0%7,2790.1%ETFNFLXNetflix$713,576$58,848 ▼-7.6%7,4210.1%Consumer DiscretionaryKRKroger$625,3350.0%8,6420.1%Retail/WholesaleIWMiShares Russell 2000 ETF$606,856$412,176 ▼-40.4%2,4470.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$587,096$107,677 ▼-15.5%4,1220.1%ETFMCKMcKesson$582,387$98,651 ▼-14.5%6730.1%MedicalCICigna Group$542,836$32,010 ▲6.3%2,0350.1%MedicalVBVanguard Small-Cap ETF$529,602$12,378,596 ▼-95.9%2,0220.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$509,8000.0%10,0000.1%ETFGBDCGolub Capital BDC$493,183$95,659 ▼-16.2%38,9560.1%FinanceIVWiShares S&P 500 Growth ETF$471,895$90,488 ▼-16.1%4,1720.1%ETFORLYO'Reilly Automotive$469,766$18,093 ▼-3.7%5,0890.1%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$448,713$147 ▲0.0%3,0610.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$446,816$89,283 ▼-16.7%4,4390.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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