IA

IFC Advisors LLC

13F
IFC Advisors LLC
Last update 2025-05-01 164 Stocks (31 new)
Value $479.00 Mil Turnover 13 %
Countries:
Top Holdings: MGK(13.56%)PREF(10.84%)VO(7.37%)GENI(5.72%)AAPL(2.83%)
Summary Stock Picks Current Portfolio
IFC Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MGK
Vanguard Mega Cap Growth ETF
210,368
64,978.4
+25.05%
13.560
+2.72%
0.300
+22.64%
+10.35%
25,934.0
 
PREF
Principal Spectrum Preferred Securities Active ETF
Principal Spectrum Preferred Securities Active ETF
2,777,729
51,943.5
+17.57%
10.840
+1.62%
4.440
+3.08%
+4.08%
1,243.7
 
VO
Vanguard Mid-Cap ETF
136,481
35,296.8
-1.74%
7.370
-0.14%
0.050
+13.76%
+9.91%
80,741.8
 
GENI
Genius Sports Ltd
2,735,155
27,378.9
+6.76%
5.720
+0.36%
1.150
+1.18%
+23.53%
2,531.0
Interactive Media
AAPL
Apple Inc
61,048
13,560.5
-1.58%
2.830
-0.05%
0.000
+3.27%
-13.97%
3,209,858.4
Hardware
ACWI
iShares MSCI ACWI Index Fund
104,321
12,141.9
-0.48%
2.530
-0.01%
0.060
+15.04%
+13.09%
22,811.2
 
BRK.B
Berkshire Hathaway Inc
20,374
10,850.8
+12.37%
2.260
+0.25%
0.000
-8.62%
+7.18%
1,047,647.2
Insurance
MSFT
Microsoft Corp
25,325
9,506.7
+1.18%
1.980
+0.02%
0.000
+32.53%
+22.02%
3,807,989.5
Software
IVV
iShares Core S&P 500 ETF
15,860
8,911.7
-2.46%
1.860
-0.05%
0.000
+16.64%
+9.16%
643,488.9
 
VTI
Vanguard Total Stock Market ETF
32,419
8,910.1
0%
1.860
0%
0.000
+16.66%
+8.66%
479,120.6
 

IFC Advisors LLC's Historical Top Holdings Breakdowns

IFC Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EFA
iShares MSCI EAFE ETF
2025-03-31
Sold Out
Sold Out
-4.58%
●
74.85 ($80.6) 84.89
$91.11
13.03%
Sold Out
0
-277,638
MGK
Vanguard Mega Cap Growth ETF
2025-03-31
Add
Add
+2.72%
●
307.43 ($337.36) 357.48
$378.16
12.09%
Add 25.05%
210,368
42,136
PREF
Principal Spectrum Preferred Securities Active ETF
Principal Spectrum Preferred Securities Active ETF
2025-03-31
Add
Add
+1.62%
●
18.55 ($18.7) 18.81
$18.91
1.15%
Add 17.57%
2,777,729
415,177
UYLD
ANGEL OAK FDS TR
2025-03-31
Add
Add
+0.99%
●
51.04 ($51.2) 51.33
$51.23
0.06%
Add 163.64%
148,966
92,463
WTW
Willis Towers Watson PLC
2025-03-31
New Buy
New Buy
+0.86%
●
306.61 ($325.92) 340.88
$309.37
-5.08%
New holding
12,135
12,135
AMX
America Movil SAB de CV
2025-03-31
New Buy
New Buy
+0.69%
●
13.67 ($14.33) 15.28
$18.27
27.53%
New holding
230,898
230,898
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.61%
●
106.98 ($126.74) 149.43
$172.87
36.39%
Add 74.63%
62,831
26,851
FLUT
Flutter Entertainment PLC
2025-03-31
New Buy
New Buy
+0.53%
●
221.55 ($259.01) 298.81
$301.96
16.58%
New holding
11,477
11,477
PCG
PG&E Corp
2025-03-31
New Buy
New Buy
+0.53%
●
15.16 ($16.59) 20.4
$13.87
-16.43%
New holding
147,491
147,491
GENI
Genius Sports Ltd
2025-03-31
Add
Add
+0.36%
●
8.32 ($9.27) 11.08
$10.69
15.26%
Add 6.76%
2,735,155
173,171

IFC Advisors LLC Total Holding History ($B)

To

IFC Advisors LLC's Asset Allocation

To

IFC Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

IFC Advisors LLC's Hypothetical Growth since 2025-03-31

IFC Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

IFC Advisors LLC's Holdings Heat Map

Size field:

IFC Advisors LLC's Holdings Bubble Chart

IFC Advisors LLC News

  • 1

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