Ifs Advisors, LLC Closed Holding Positions

Ifs Advisors, LLC

  • $127 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
Q4 2023 Filed on Jan 04, 2024
162
$30.9 - $34.34 $5.01K - $5.56K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2023 Filed on Nov 01, 2023
1
$75.44 - $86.89 $75.4 - $86.9
BEP
Brookfield Renewable Partners L.P.

Utilities
Q1 2023 Filed on May 01, 2023
375
$25.83 - $31.51 $9.69K - $11.8K
Brookfield Infrastructure Corp Com Sb Vtg Shs A
Q1 2023 Filed on May 01, 2023
75
N/A
BEPC
Brookfield Renewable Corp

Utilities
Q1 2023 Filed on May 01, 2023
93
$27.76 - $34.95 $2.58K - $3.25K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Jul 27, 2022
125
$103.31 - $104.87 $12.9K - $13.1K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
139
$104.73 - $109.51 $14.6K - $15.2K
HEAR
Turtle Beach Corp

Technology
Q2 2022 Filed on Jul 27, 2022
50
$12.23 - $21.99 $612 - $1.1K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
100
$27.38 - $40.87 $2.74K - $4.09K
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2022 Filed on Jul 27, 2022
46
$4.33 - $5.4 $199 - $248
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Jul 27, 2022
1,133
$28.57 - $34.74 $32.4K - $39.4K
Cerner Corp Com
Q2 2022 Filed on Jul 27, 2022
335
N/A
NMAI
Nuveen Multi Asset Income Fund

ETFs
Q2 2022 Filed on Jul 27, 2022
7,703
$12.65 - $16.78 $97.4K - $129K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 10, 2022
1
$65.63 - $82.62 $65.6 - $82.6
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2022 Filed on May 10, 2022
19,863
$30.11 - $31.87 $598K - $633K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 10, 2022
267
$106.08 - $113.93 $28.3K - $30.4K
IEMG
Ishares Inc

ETFs
Q1 2022 Filed on May 10, 2022
52
$51.27 - $62.07 $2.67K - $3.23K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on May 10, 2022
50,787
$78.72 - $84.18 $4M - $4.28M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2022 Filed on May 10, 2022
0
$22.75 - $26.16 $0 - $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2022 Filed on May 10, 2022
0
$78.85 - $87.08 $0 - $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2022 Filed on May 10, 2022
1
$33.67 - $39.47 $33.7 - $39.5
Golden Star Res LTD Cda Com
Q1 2022 Filed on May 10, 2022
1
N/A
Monmouth Real Estate Invt Corp Cl A
Q1 2022 Filed on May 10, 2022
833
N/A
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2022 Filed on May 10, 2022
1
$65.94 - $72.42 $65.9 - $72.4
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2022 Filed on May 10, 2022
0
$69.3 - $81.58 $0 - $0
CORP
Pimco Investment Grade Corp Bd

ETFs
Q3 2021 Filed on Nov 09, 2021
24,354
$113.57 - $115.95 $2.77M - $2.82M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2021 Filed on Jul 29, 2021
2,931
$129.78 - $131.28 $380K - $385K
PRFT
Perficient Inc

Technology
Q1 2021 Filed on Apr 28, 2021
120
$46.45 - $62.65 $5.57K - $7.52K
Smtc Corp Com New
Q1 2021 Filed on Apr 28, 2021
3,592
N/A
Slack Technologies Inc Com Cl A
Q1 2021 Filed on Apr 28, 2021
40
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
94
$53.75 - $55.97 $5.05K - $5.26K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
485
$57.11 - $67.92 $27.7K - $32.9K
PFG
Principal Financial Group Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
127
$48.31 - $61.55 $6.14K - $7.82K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on Apr 28, 2021
76
$101.91 - $102.15 $7.75K - $7.76K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
500
$7.03 - $16.51 $3.52K - $8.26K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 28, 2021
690
$157.49 - $182.87 $109K - $126K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q1 2021 Filed on Apr 28, 2021
90
$135.48 - $159.85 $12.2K - $14.4K
ATO
Atmos Energy Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
547
$84.61 - $98.89 $46.3K - $54.1K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
111
$262.76 - $302.04 $29.2K - $33.5K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q1 2021 Filed on Apr 28, 2021
828
$69.3 - $74.47 $57.4K - $61.7K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2021 Filed on Apr 28, 2021
264
N/A
XPEV
Xpeng Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
154
$26.92 - $56.39 $4.15K - $8.68K
SQ
Block, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
20
$201.87 - $276.57 $4.04K - $5.53K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
400
$19.42 - $28.13 $7.77K - $11.3K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2021 Filed on Apr 28, 2021
368
$113.22 - $128.96 $41.7K - $47.5K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2021 Filed on Apr 28, 2021
77
$33.86 - $38.29 $2.61K - $2.95K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2021 Filed on Apr 28, 2021
250,068
$38.5 - $45.06 $9.63M - $11.3M
SNX
Td Synnex Corp

Technology
Q1 2021 Filed on Apr 28, 2021
150
$80.4 - $116.7 $12.1K - $17.5K
PAYC
Paycom Software, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
20
$348.69 - $441.13 $6.97K - $8.82K
Track This Portfolio

Track Ifs Advisors, LLC Portfolio

Follow Ifs Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifs Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifs Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email