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Portfolio (Quarterly) Guide ↗

IFS Group,LLC

· CIK 0002087139
13F Portfolio $73M AUM 87 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 35 Added 34 Reduced 61 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RDVY FIRST TR EXCHANGE TRADED FD 47,196.0 $3.8M 5.25% +5K +12.5% $81.06 +1.6%
2 FTC FIRST TR EXCHANGE-TRADED ALP 16,550.0 $3.2M 4.40% +2K +14.9% $193.77 -7.9%
3 PULS PGIM ETF TR 61,140.0 $3.0M 4.16% +2K +3.3% $49.55 +0.3%
4 FDL FIRST TR EXCHANGE-TRADED FD 39,848.0 $1.9M 2.66% +481.0 +1.2% $48.66 +9.9%
5 QQEW FIRST TR EXCHANGE-TRADED FD 9,484.0 $1.5M 2.08% +943.0 +11.0% $159.60 +2.2%
6 RSP INVESCO EXCHANGE TRADED FD T 6,503.0 $1.4M 1.90% +521.0 +8.7% $212.78 +4.3%
7 FDV FEDERATED HERMES ETF TRUST 37,801.0 $1.2M 1.63% +9K +29.3% $31.39 +8.5%
8 CVS CVS HEALTH CORP Healthcare 9,613.0 $994K 1.36% +631.0 +7.0% $103.45 -9.0%
9 AMZN AMAZON COM INC Consumer Cyclical 4,033.0 $961K 1.32% +438.0 +12.2% $238.34 +10.0%
10 FIXD FIRST TR EXCHNG TRADED FD VI 21,825.0 $952K 1.31% +4K +22.4% $43.61 -1.8%
11 IJH ISHARES TR 12,028.0 $928K 1.27% +2K +17.1% $77.11 -1.2%
12 JHPI JOHN HANCOCK EXCHANGE TRADED 37,450.0 $850K 1.17% +1K +2.7% $22.70 -0.7%
13 MTUM ISHARES TR 2,355.0 $807K 1.11% +247.0 +11.7% $342.84 -12.3%
14 OKTA OKTA INC Technology 5,250.0 $716K 0.98% +485.0 +10.2% $136.45 -4.0%
15 NEM NEWMONT CORP Basic Materials 7,211.0 $674K 0.93% +321.0 +4.7% $93.40 +41.2%
16 LGOV FIRST TR EXCHANGE-TRADED FD 30,372.0 $650K 0.89% +6K +26.7% $21.40 -2.3%
17 SDVY FIRST TR EXCHANGE TRADED FD 13,497.0 $582K 0.80% +2K +13.7% $43.14 +1.7%
18 FPE FIRST TR EXCH TRADED FD III 28,736.0 $514K 0.70% +5K +19.6% $17.88 -1.2%
19 J P MORGAN EXCHANGE TRADED F 6,691.0 $484K 0.66% +1K +20.5% $72.27
20 PATH UIPATH INC Technology 44,144.0 $480K 0.66% +4K +9.5% $10.87 +52.4%
Page 1 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Energy 18.0%
Financial Services 14.5%
Communication Services 7.6%
Utilities 6.3%
Healthcare 5.8%
Consumer Cyclical 5.2%
Industrials 4.8%
Basic Materials 3.1%
Real Estate 1.5%