Ifs Group,LLC Top Holdings and 13F Report (2026)

About Ifs Group,LLC

Investment Activity

Ifs Group,LLC has $72.84 million in total holdings as of June 30, 2026.
Ifs Group,LLC owns shares of 87 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 5.80% of the portfolio was purchased this quarter.
About 69.62% of the portfolio was sold this quarter.
This quarter, Ifs Group,LLC has purchased 143 new stocks and bought additional shares in 38 stocks.
Ifs Group,LLC sold shares of 36 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

First Trust Value Line Dividend Index Fund: $3,942,985
First Trust Rising Dividend Achievers ETF: $3,825,733
First Trust Large Cap Growth AlphaDEX Fund: $3,206,938
First Trust Capital Strength ETF: $3,073,439
PGIM Ultra Short Bond ETF: $3,029,479

Largest New Holdings this Quarter

33734Y109 - First Trust Small Cap Core AlphaDEX Fund: $223,083 Holding
512807306 - LAM RESEARCH CORP: $216,665 Holding
464287614 - iShares Russell 1000 Growth ETF: $214,605 Holding
18915M107 - Cloudflare: $210,941 Holding

Largest Purchases this Quarter

First Trust Rising Dividend Achievers ETF: 5,259 shares (about $426.30K)
First Trust Large Cap Growth AlphaDEX Fund: 2,145 shares (about $415.64K)
Federated Hermes U.S. Strategic Dividend ETF: 8,563 shares (about $268.79K)
First Trust Small Cap Core AlphaDEX Fund: 1,546 shares (about $223.08K)
LAM RESEARCH CORP: 500 shares (about $216.67K)

Largest Sales this Quarter

Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF: 127,350 shares (about $5.74M)
iShares MBS ETF: 13,467 shares (about $1.27M)
Pacer US Cash Cows 100 ETF: 15,300 shares (about $951.65K)
iShares Core U.S. Aggregate Bond ETF: 7,623 shares (about $754.51K)
First Trust NASDAQ Technology Dividend Index Fund: 3,248 shares (about $373.13K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FVD First Trust Value Line Dividend Index Fund	$3,942,985	$17,730 â–²	0.5%	81,839	5.4%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$3,825,733	$426,297 â–²	12.5%	47,196	5.3%	ETF
FTC First Trust Large Cap Growth AlphaDEX Fund	$3,206,938	$415,642 â–²	14.9%	16,550	4.4%	ETF
FTCS First Trust Capital Strength ETF	$3,073,439	$197,889 â–¼	-6.0%	32,724	4.2%	ETF
PULS PGIM Ultra Short Bond ETF	$3,029,479	$95,780 â–²	3.3%	61,140	4.2%	ETF
TPL Texas Pacific Land	$2,796,520		0.0%	6,390	3.8%	Energy
GOOG Alphabet	$2,229,631	$95,758 â–¼	-4.1%	6,310	3.1%	Communication Services
AGG iShares Core U.S. Aggregate Bond ETF	$2,022,718	$754,511 â–¼	-27.2%	20,436	2.8%	ETF
NVDA NVIDIA	$2,020,910	$335,551 â–¼	-14.2%	10,100	2.8%	Technology
FDL First Trust Morningstar Dividend Leaders Index Fund	$1,938,992	$23,405 â–²	1.2%	39,848	2.7%	ETF
AAPL Apple	$1,682,517	$276,031 â–¼	-14.1%	5,815	2.3%	Technology
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund	$1,513,616	$150,500 â–²	11.0%	9,484	2.1%	ETF
GS The Goldman Sachs Group	$1,467,499	$14,159 â–¼	-1.0%	1,451	2.0%	Finance
MSFT Microsoft	$1,414,865	$259,622 â–¼	-15.5%	3,793	1.9%	Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,383,703	$110,858 â–²	8.7%	6,503	1.9%	ETF
GLW Corning	$1,371,417	$76,885 â–¼	-5.3%	5,369	1.9%	Technology
AMD Advanced Micro Devices	$1,278,002	$61,576 â–¼	-4.6%	2,200	1.8%	Technology
FDV Federated Hermes U.S. Strategic Dividend ETF	$1,186,573	$268,792 â–²	29.3%	37,801	1.6%	ETF
CHENIERE ENERGY INC	$1,087,496		0.0%	4,550	1.5%	COM NEW
CVS CVS Health	$994,427	$65,274 â–²	7.0%	9,613	1.4%	Healthcare
AMZN Amazon.com	$961,228	$104,393 â–²	12.2%	4,033	1.3%	Consumer Discretionary
FIXD First Trust TCW Opportunistic Fixed Income ETF	$951,811	$174,008 â–²	22.4%	21,825	1.3%	ETF
XOM ExxonMobil	$945,282	$148,204 â–¼	-13.6%	6,914	1.3%	Energy
IRDM Iridium Communications	$929,055	$284,673 â–¼	-23.5%	16,938	1.3%	Communication Services
IJH iShares Core S&P Mid-Cap ETF	$927,502	$135,409 â–²	17.1%	12,028	1.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$862,155		0.0%	10,500	1.2%	ETF
JHPI John Hancock Preferred Income ETF	$850,101	$22,700 â–²	2.7%	37,450	1.2%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$807,393	$84,682 â–²	11.7%	2,355	1.1%	ETF
GOOGL Alphabet	$786,215	$345,220 â–¼	-30.5%	2,200	1.1%	Communication Services
JPM JPMorgan Chase & Co.	$748,603	$97,217 â–¼	-11.5%	2,287	1.0%	Finance
OKTA Okta	$716,366	$66,179 â–²	10.2%	5,250	1.0%	Technology
GE VERNOVA INC	$699,043	$103,388 â–¼	-12.9%	595	1.0%	COM
MBB iShares MBS ETF	$685,731	$1,272,879 â–¼	-65.0%	7,255	0.9%	ETF
NEM Newmont	$673,507	$29,981 â–²	4.7%	7,211	0.9%	Materials
FV First Trust Dorsey Wright Focus 5 ETF	$652,343	$8,195 â–¼	-1.2%	8,597	0.9%	ETF
LGOV First Trust Long Duration Opportunities ETF	$649,961	$136,896 â–²	26.7%	30,372	0.9%	ETF
GE GE Aerospace	$626,371	$91,190 â–¼	-12.7%	1,676	0.9%	Industrials
FTA First Trust Large Cap Value AlphaDEX Fund	$601,317	$2,033 â–¼	-0.3%	6,212	0.8%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$582,279	$70,148 â–²	13.7%	13,497	0.8%	ETF
COWZ Pacer US Cash Cows 100 ETF	$545,802	$951,655 â–¼	-63.6%	8,775	0.7%	ETF
LLY Eli Lilly and Company	$545,742	$74,365 â–¼	-12.0%	455	0.7%	Healthcare
BA Boeing	$527,105	$286,823 â–¼	-35.2%	2,435	0.7%	Industrials
FPE First Trust Preferred Securities and Income ETF	$513,800	$84,036 â–²	19.6%	28,736	0.7%	ETF
VOD Vodafone Group	$502,736	$13,728 â–¼	-2.7%	38,014	0.7%	Communication Services
JQUA JPMorgan U.S. Quality Factor ETF	$483,591	$82,393 â–²	20.5%	6,691	0.7%	ETF
PATH UiPath	$479,848	$41,578 â–²	9.5%	44,144	0.7%	Technology
WY Weyerhaeuser	$475,330	$28,249 â–²	6.3%	19,855	0.7%	Real Estate
FEX First Trust Large Cap Core AlphaDEX Fund	$474,590		0.0%	3,393	0.7%	ETF
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$467,246	$8,033 â–²	1.7%	1,396	0.6%	ETF
CCJ Cameco	$466,519		0.0%	4,580	0.6%	Energy
BABA Alibaba Group	$444,872	$106,539 â–²	31.5%	4,635	0.6%	Consumer Discretionary
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$433,034	$4,090 â–²	1.0%	8,575	0.6%	ETF
AVGO Broadcom	$421,948	$171,499 â–¼	-28.9%	1,117	0.6%	Technology
PPL PPL	$414,098	$127,443 â–¼	-23.5%	11,392	0.6%	Utilities
PALANTIR TECHNOLOGIES INC	$408,928	$100,803 â–¼	-19.8%	3,505	0.6%	CL A
OXY Occidental Petroleum	$393,617	$5,780 â–¼	-1.4%	8,104	0.5%	Energy
QQQ Invesco QQQ	$389,927	$73,571 â–²	23.3%	530	0.5%	ETF
PINS Pinterest	$388,803	$53,500 â–²	16.0%	18,488	0.5%	Communication Services
SPY SPDR S&P 500 ETF Trust	$384,311	$111,935 â–²	41.1%	515	0.5%	ETF
SPOT Spotify Technology	$362,713	$45,913 â–¼	-11.2%	790	0.5%	Communication Services
META Meta Platforms	$356,563	$81,114 â–²	29.4%	633	0.5%	Communication Services
DE Deere & Company	$355,226		0.0%	560	0.5%	Industrials
SLV iShares Silver Trust	$344,401	$35,611 â–²	11.5%	6,441	0.5%	ETF
PYPL PayPal	$329,037	$8,248 â–²	2.6%	7,620	0.5%	Finance
AFL Aflac	$320,210	$16,532 â–²	5.4%	2,731	0.4%	Finance
V Visa	$313,795	$1,372 â–²	0.4%	915	0.4%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$312,540	$167,156 â–¼	-34.8%	2,627	0.4%	ETF
PG Procter & Gamble	$308,877	$16,133 â–¼	-5.0%	2,106	0.4%	Consumer Staples
FCX Freeport-McMoRan	$294,011	$3,019 â–¼	-1.0%	4,675	0.4%	Materials
UNH UnitedHealth Group	$283,462	$56,111 â–¼	-16.5%	682	0.4%	Healthcare
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$277,991	$5,739,649 â–¼	-95.4%	6,168	0.4%	ETF
SOFI SoFi Technologies	$274,778	$47,425 â–¼	-14.7%	15,325	0.4%	Finance
XLE Energy Select Sector SPDR Fund	$259,280	$10,569 â–¼	-3.9%	4,882	0.4%	ETF
HYBB iShares BB Rated Corporate Bond ETF	$254,958	$46,819 â–²	22.5%	5,451	0.4%	ETF
FGD First Trust Dow Jones Global Select Dividend Index Fund	$254,416	$64 â–²	0.0%	7,953	0.3%	ETF
CEG Constellation Energy	$250,854	$12,667 â–²	5.3%	1,010	0.3%	Utilities
HD Home Depot	$242,656	$80,415 â–¼	-24.9%	688	0.3%	Consumer Discretionary
TDIV First Trust NASDAQ Technology Dividend Index Fund	$242,168	$373,132 â–¼	-60.6%	2,108	0.3%	ETF
FYX First Trust Small Cap Core AlphaDEX Fund	$223,083	$223,083 â–²	New Holding	1,546	0.3%	ETF
LAM RESEARCH CORP	$216,665	$216,665 â–²	New Holding	500	0.3%	COM NEW
EXC Exelon	$215,851		0.0%	4,630	0.3%	Utilities
MGK Vanguard Mega Cap Growth ETF	$215,380	$162,634 â–²	308.3%	2,450	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$214,605	$214,605 â–²	New Holding	1,728	0.3%	ETF
IDA IDACORP	$211,820		0.0%	1,400	0.3%	Utilities
NET Cloudflare	$210,941	$210,941 â–²	New Holding	860	0.3%	Technology
FTSM First Trust Enhanced Short Maturity ETF	$206,307	$179 â–²	0.1%	3,454	0.3%	ETF
SMR NuScale Power	$197,594		0.0%	19,700	0.3%	Industrials
AGGH Simplify Aggregate Bond ETF	$0	$2,843,875 â–¼	-100.0%	0	0.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$0	$2,684,194 â–¼	-100.0%	0	0.0%	ETF
VONV Vanguard Russell 1000 Value ETF	$0	$2,256,423 â–¼	-100.0%	0	0.0%	ETF
GOVT iShares U.S. Treasury Bond ETF	$0	$2,205,734 â–¼	-100.0%	0	0.0%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$0	$1,960,056 â–¼	-100.0%	0	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$0	$1,562,492 â–¼	-100.0%	0	0.0%	ETF
IUSV iShares Core S&P U.S. Value ETF	$0	$1,432,680 â–¼	-100.0%	0	0.0%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$0	$1,426,180 â–¼	-100.0%	0	0.0%	ETF
GCOW Pacer Global Cash Cows Dividend ETF	$0	$1,234,281 â–¼	-100.0%	0	0.0%	ETF
VONG Vanguard Russell 1000 Growth ETF	$0	$1,059,166 â–¼	-100.0%	0	0.0%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$0	$942,242 â–¼	-100.0%	0	0.0%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$0	$809,541 â–¼	-100.0%	0	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$0	$808,261 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Ifs Group,LLC Top Holdings and 13F Report (2026)

About Ifs Group,LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Ifs Group,LLC Top Holdings and 13F Report (2026)

About Ifs Group,LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIfs Group,LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools