Sponsored

The Analysis of IFC Advisors LLC's Holdings & P&L

Currently, IFC Advisors LLC holds 158 types of securities in its portfolio with a total value $698.9M. In the most recent quarter, they have increased their positions in CARY (+3.0M shares, valued at $61.7M), TXUE (+488.2K shares, valued at $15.7M), N/A (+55.0K shares, valued at $5.1M); decreased their positions in VB (-47.3K shares, valued at $12.4M), AAPL (-6.7K shares, valued at $1.7M), NVDA (-8.8K shares, valued at $1.5M); initiated new positions in CARY (+3.0M shares, valued at $61.7M), TXUE (+488.2K shares, valued at $15.7M), RDDT (+15.3K shares, valued at $2.1M).

1M P&L

+11.0M+1.56%

3M P&L

-411.8M-36.61%

HY P&L

-399.3M-35.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A465.9M

71.4%

2Internet Content & Information19.9M

3.0%

3Consumer Electronics14.6M

2.2%

Top Industries by Stock Count

1N/A50 stocks

35.7%

2Aerospace & Defense5 stocks

3.6%

3Drug Manufacturers - General5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS585.9K shares2.47%2026-03-312026-05-04

MGK VANGUARD WORLD FD187.5K shares2.77%2026-03-312026-05-04

CARY ANGEL OAK FUNDS TRUST3.0M sharesnew addition2026-03-312026-05-04

PREF PRINCIPAL EXCHANGE TRADED FD2.7M shares1.80%2026-03-312026-05-04

VO VANGUARD INDEX FDS131.1K shares-0.44%2026-03-312026-05-04

UYLD ANGEL OAK FUNDS TRUST313.9K shares39.42%2026-03-312026-05-04

GENI GENIUS SPORTS LIMITED3.6M shares23.25%2026-03-312026-05-04

TXUE THORNBURG ETF TR488.2K sharesnew addition2026-03-312026-05-04

Sponsored

AAPL APPLE INC57.7K shares-10.42%2026-03-312026-05-04

ACWI ISHARES TR104.3K shares-0.35%2026-03-312026-05-04

NVDA NVIDIA CORPORATION63.2K shares-12.24%2026-03-312026-05-04

ALPHABET INC ALPHABET INC37.7K shares-2.72%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL22.5K shares1.08%2026-03-312026-05-04

VTI VANGUARD INDEX FDS32.9K shares0.00%2026-03-312026-05-04

MSFT MICROSOFT CORP26.9K shares3.82%2026-03-312026-05-04

IVV ISHARES TR14.8K shares-7.44%2026-03-312026-05-04

Sponsored

AMZN AMAZON COM INC43.2K shares-0.22%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO29.0K shares1.69%2026-03-312026-05-04

MFDX PIMCO EQUITY SER166.0K shares-5.75%2026-03-312026-05-04

KKR & CO INC KKR & CO INC69.6K shares378.66%2026-03-312026-05-04

RTX RTX CORPORATION33.0K shares-5.64%2026-03-312026-05-04

PGR PROGRESSIVE CORP30.5K shares13.78%2026-03-312026-05-04

IWR ISHARES TR61.2K shares-15.34%2026-03-312026-05-04

GSIE GOLDMAN SACHS ETF TR134.3K shares0.00%2026-03-312026-05-04

Sponsored

NEE NEXTERA ENERGY INC60.4K shares11.92%2026-03-312026-05-04

XOM EXXON MOBIL CORP32.3K shares-2.38%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC89.0K shares-9.61%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR39.1K shares-6.85%2026-03-312026-05-04

IWB ISHARES TR13.1K shares0.00%2026-03-312026-05-04

CAT CATERPILLAR INC6.5K shares-2.10%2026-03-312026-05-04

LLY ELI LILLY & CO4.9K shares0.14%2026-03-312026-05-04

BROADCOM INC BROADCOM INC14.4K shares-2.94%2026-03-312026-05-04

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-05-04

WTW WILLIS TOWERS WATSON PLC LTD12.2K shares0.56%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION3.5K shares-0.14%2026-03-312026-05-04

IWF ISHARES TR8.0K shares-15.25%2026-03-312026-05-04

HHH HOWARD HUGHES HOLDINGS INC52.7K shares0.04%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC11.0K shares-5.97%2026-03-312026-05-04

EME EMCOR GROUP INC4.0K shares-0.67%2026-03-312026-05-04

Sponsored

MS MORGAN STANLEY16.8K shares2.45%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO9.0K shares-0.30%2026-03-312026-05-04

DVY ISHARES TR17.7K shares0.00%2026-03-312026-05-04

COP CONOCOPHILLIPS20.2K shares0.42%2026-03-312026-05-04

WMT WALMART INC21.4K shares-0.07%2026-03-312026-05-04

CVX CHEVRON CORPORATION12.8K shares0.93%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS40.8K shares6.81%2026-03-312026-05-04

MCD MCDONALDS CORP8.1K shares0.53%2026-03-312026-05-04

Sponsored

MA MASTERCARD INCORPORATED4.4K shares-0.94%2026-03-312026-05-04

IJH ISHARES TR32.4K shares0.00%2026-03-312026-05-04

RDDT REDDIT INC15.3K sharesnew addition2026-03-312026-05-04

IWD ISHARES TR9.0K shares-22.24%2026-03-312026-05-04

META META PLATFORMS INC3.4K shares-3.51%2026-03-312026-05-04

V VISA INC6.3K shares-5.64%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC2.2K shares-8.03%2026-03-312026-05-04

HD HOME DEPOT INC5.6K shares-0.14%2026-03-312026-05-04

Sponsored

MEM MATTHEWS ASIA FDS49.0K shares141.17%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC15.7K shares-7.18%2026-03-312026-05-04

DE DEERE & CO3.2K shares0.19%2026-03-312026-05-04

TSLA TESLA INC4.8K shares-4.36%2026-03-312026-05-04

KO COCA COLA CO23.6K shares1.00%2026-03-312026-05-04

HON HONEYWELL INTL INC7.8K shares4.10%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC4.0K shares0.02%2026-03-312026-05-04

VUG VANGUARD INDEX FDS3.9K shares0.00%2026-03-312026-05-04

Sponsored

BAC BANK AMERICA CORP34.4K shares-0.10%2026-03-312026-05-04

IWP ISHARES TR12.9K shares-8.97%2026-03-312026-05-04

IEMG ISHARES INC23.4K shares-2.66%2026-03-312026-05-04

UNP UNION PAC CORP6.5K shares0.84%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC3.2K shares-1.87%2026-03-312026-05-04

CSCO CISCO SYS INC19.2K shares0.01%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T2.2K shares-37.93%2026-03-312026-05-04

DHR DANAHER CORP DEL7.3K shares-1.08%2026-03-312026-05-04

Sponsored

TRV TRAVELERS COMPANIES INC4.6K shares-0.04%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO4.0K shares-2.04%2026-03-312026-05-04

PEP PEPSICO INC8.1K shares3.82%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON4.6K shares1.82%2026-03-312026-05-04

IJR ISHARES TR9.0K shares-12.65%2026-03-312026-05-04

ABT ABBOTT LABORATORIES10.8K shares-6.50%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN5.0K shares-0.24%2026-03-312026-05-04

CMF ISHARES TR17.9K shares-6.69%2026-03-312026-05-04

Sponsored

AMGN AMGEN INC2.8K shares2.15%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC2.7K shares-8.18%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF24.3K shares0.00%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC919 shares-1.82%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.9K shares-0.56%2026-03-312026-05-04

ABBV ABBVIE INC3.6K shares-1.03%2026-03-312026-05-04

GBIL GOLDMAN SACHS ETF TR7.3K shares-3.04%2026-03-312026-05-04

NFLX NETFLIX INC.7.4K shares-7.62%2026-03-312026-05-04

Sponsored

KR KROGER CO8.6K shares0.00%2026-03-312026-05-04

IWM ISHARES TR2.4K shares-40.45%2026-03-312026-05-04

ITOT ISHARES TR4.1K shares-15.50%2026-03-312026-05-04

MCK MCKESSON CORP673 shares-14.49%2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP2.0K shares6.27%2026-03-312026-05-04

VB VANGUARD INDEX FDS2.0K shares-95.90%2026-03-312026-05-04

JMST J P MORGAN EXCHANGE TRADED F10.0K shares0.00%2026-03-312026-05-04

GBDC GOLUB CAP BDC INC39.0K shares-16.25%2026-03-312026-05-04

Sponsored

IVW ISHARES TR4.2K shares-16.09%2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC5.1K shares-3.71%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR3.1K shares0.03%2026-03-312026-05-04

SGOV ISHARES TR4.4K shares-16.65%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR4.1K shares0.20%2026-03-312026-05-04

KLAC KLA CORP298 shares-12.35%2026-03-312026-05-04

MUB ISHARES TR4.1K shares9.69%2026-03-312026-05-04

CB CHUBB LTD SWITZ1.3K shares-12.68%2026-03-312026-05-04

Sponsored

XLI SELECT SECTOR SPDR TR2.5K shares0.00%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW1.2K shares-12.86%2026-03-312026-05-04

QCOM QUALCOMM INC2.9K shares-2.61%2026-03-312026-05-04

RFMZ RIVERNORTH FLEXIBLE MUNI INC30.0K shares-54.73%2026-03-312026-05-04

SPYD SPDR SERIES TRUST8.2K shares1.96%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC3.3K shares-1.87%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP580 shares1.22%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares-2.43%2026-03-312026-05-04

Sponsored

AON PLC AON PLC1.1K shares0.09%2026-03-312026-05-04

HLT HILTON WORLDWIDE HLDGS INC1.1K shares-9.93%2026-03-312026-05-04

SO SOUTHERN CO3.5K shares-2.40%2026-03-312026-05-04

HTGC HERCULES CAPITAL INC22.7K sharesnew addition2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC849 shares-22.82%2026-03-312026-05-04

NDAQ NASDAQ INC3.9K shares-5.71%2026-03-312026-05-04

LOW LOWES COS INC1.4K shares-1.37%2026-03-312026-05-04

T AT&T INC10.7K shares1.78%2026-03-312026-05-04

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares8.28%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC665 shares-34.55%2026-03-312026-05-04

WRB BERKLEY W R CORP4.6K shares-0.93%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC2.4K shares-25.42%2026-03-312026-05-04

CRM SALESFORCE INC1.6K shares31.97%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS3.2K shares0.00%2026-03-312026-05-04

PPA INVESCO EXCHANGE TRADED FD T1.7K shares-47.02%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC822 shares-7.54%2026-03-312026-05-04

Sponsored

INVESCO QQQ TR INVESCO QQQ TR476 shares-17.36%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC1.6K shares1.30%2026-03-312026-05-04

ETH GRAYSCALE ETHEREUM STAKING13.5K shares0.00%2026-03-312026-05-04

NFG NATIONAL FUEL GAS CO2.8K shares0.00%2026-03-312026-05-04

IBB ISHARES TR1.5K shares0.00%2026-03-312026-05-04

SSD SIMPSON MFG INC1.5K shares-13.03%2026-03-312026-05-04

TDG TRANSDIGM GROUP INC220 shares-16.98%2026-03-312026-05-04

NOW SERVICENOW INC2.4K shares-6.10%2026-03-312026-05-04

Sponsored

ADBE ADOBE INC1.0K shares-65.79%2026-03-312026-05-04

HEI.A HEICO CORP NEW1.2K shares-3.09%2026-03-312026-05-04

TJX TJX COS INC NEW1.6K shares14.44%2026-03-312026-05-04

BN BROOKFIELD CORP6.2K shares0.00%2026-03-312026-05-04

VMC VULCAN MATLS CO912 shares-1.72%2026-03-312026-05-04

ADI ANALOG DEVICES INC757 shares-5.73%2026-03-312026-05-04

IEFA ISHARES TR2.6K shares-18.48%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC1.6K shares-30.35%2026-03-312026-05-04

Sponsored

ITW ILLINOIS TOOL WKS INC892 shares-1.76%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP666 shares-14.72%2026-03-312026-05-04

IVE ISHARES TR1.1K shares0.00%2026-03-312026-05-04

PRI PRIMERICA INC884 shares-10.89%2026-03-312026-05-04

WTS WATTS WATER TECHNOLOGIES INC753 shares-12.85%2026-03-312026-05-04

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP314 sharesnew addition2026-03-312026-05-04

RBC RBC BEARINGS INC389 sharesnew addition2026-03-312026-05-04

Sponsored

QUAL ISHARES TR1.1K shares-24.14%2026-03-312026-05-04

WFC WELLS FARGO & CO2.6K shares-25.55%2026-03-312026-05-04

LYV LIVE NATION ENTERTAINMENT IN1.4K sharesnew addition2026-03-312026-05-04

HWM HOWMET AEROSPACE INC909 sharesnew addition2026-03-312026-05-04

GOLF ACUSHNET HLDGS CORP2.2K shares-12.77%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC2.8K shares-12.48%2026-03-312026-05-04

VTV

VANGUARD INDEX FDS

2.47%

Shares585.9K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

2.77%

Shares187.5K

Event2026-03-31

Filed2026-05-04

CARY

ANGEL OAK FUNDS TRUST

New

Shares3.0M

Event2026-03-31

Filed2026-05-04

PREF

PRINCIPAL EXCHANGE TRADED FD

1.80%

Shares2.7M

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-0.44%

Shares131.1K

Event2026-03-31

Filed2026-05-04

UYLD

ANGEL OAK FUNDS TRUST

39.42%

Shares313.9K

Event2026-03-31

Filed2026-05-04

GENI

GENIUS SPORTS LIMITED

23.25%

Shares3.6M

Event2026-03-31

Filed2026-05-04

TXUE

THORNBURG ETF TR

New

Shares488.2K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-10.42%

Shares57.7K

Event2026-03-31

Filed2026-05-04

ACWI

ISHARES TR

-0.35%

Shares104.3K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-12.24%

Shares63.2K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-2.72%

Shares37.7K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

1.08%

Shares22.5K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.00%

Shares32.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

3.82%

Shares26.9K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-7.44%

Shares14.8K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-0.22%

Shares43.2K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

1.69%

Shares29.0K

Event2026-03-31

Filed2026-05-04

MFDX

PIMCO EQUITY SER

-5.75%

Shares166.0K

Event2026-03-31

Filed2026-05-04

KKR & CO INC

378.66%

Shares69.6K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

-5.64%

Shares33.0K

Event2026-03-31

Filed2026-05-04

PGR

PROGRESSIVE CORP

13.78%

Shares30.5K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

-15.34%

Shares61.2K

Event2026-03-31

Filed2026-05-04

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares134.3K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

11.92%

Shares60.4K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-2.38%

Shares32.3K

Event2026-03-31

Filed2026-05-04

FCX

FREEPORT MCMORAN INC

-9.61%

Shares89.0K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

-6.85%

Shares39.1K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

-2.10%

Shares6.5K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

0.14%

Shares4.9K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-2.94%

Shares14.4K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-03-31

Filed2026-05-04

WTW

WILLIS TOWERS WATSON PLC LTD

0.56%

Shares12.2K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-0.14%

Shares3.5K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

-15.25%

Shares8.0K

Event2026-03-31

Filed2026-05-04

HHH

HOWARD HUGHES HOLDINGS INC

0.04%

Shares52.7K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-5.97%

Shares11.0K

Event2026-03-31

Filed2026-05-04

EME

EMCOR GROUP INC

-0.67%

Shares4.0K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

2.45%

Shares16.8K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

-0.30%

Shares9.0K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

0.42%

Shares20.2K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-0.07%

Shares21.4K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

0.93%

Shares12.8K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

6.81%

Shares40.8K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

0.53%

Shares8.1K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

-0.94%

Shares4.4K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

0.00%

Shares32.4K

Event2026-03-31

Filed2026-05-04

RDDT

REDDIT INC

New

Shares15.3K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

-22.24%

Shares9.0K

Event2026-03-31

Filed2026-05-04