Ifs Advisors, LLC
IFS Advisors, LLC is an SEC-registered investment adviser headquartered in Overland Park, Kansas. The firm provides investment advisory and financial planning services, focusing primarily on individual clients, including both high-net-worth and non-high-net-worth individuals. IFS Advisors, LLC was founded in Kansas and is operated by a small team of professionals, with a reported employee count of 6 as of 2024. The firm primarily serves U.S. clients and manages portfolios across a variety of standard public securities.
Investment Strategy
IFS Advisors, LLC follows a client-centric, individualized approach to investment management and financial planning. The firm primarily serves individuals, including those with significant investable assets, by constructing diversified portfolios tailored to each client’s risk tolerance and goals. The investment process typically includes analyzing client objectives, developing customized asset allocation strategies, and selecting public market securities across sectors. The firm emphasizes disciplined, long-term portfolio management and maintains a fiduciary focus consistent with SEC registration.
Top Holdings
Equity Positions (176)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 24.25% | $41.4M | 61,913 | $435.92 | $669.30 | +$2.3M |
S SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 12.48% | $21.3M | 211,757 | $100.35 | $100.70 | -$192.4K |
I IEFA | ISHARES CORE MSCI EAFE ETF | 10.15% | $17.4M | 198,748 | $83.62 | $87.31 | +$1.4M |
D DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 8.21% | $14.0M | 206,124 | $47.22 | $68.08 | +$871.9K |
S SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 7.37% | $12.6M | 394,455 | $29.21 | $31.91 | +$837.1K |