Institutional Fund
Ifc Advisors LLC
Los Angeles, CACIK 20533485 filings on record
Portfolio Value
$698.94M
Q1 2026
Holdings
158
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+2.1%
from $684.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds16.4%
- Vanguard World Fd9.9%
- Angel Oak Funds Trust8.8%
- Principal Exchange Traded Fd7.4%
- Vanguard Index Fds5.4%
- Angel Oak Funds Trust2.3%
- Other49.8%
Portfolio Holdings
158 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 585.9K | $114.95M | 16.4% | +14.1K | Added |
| 2 | Vanguard World Fd | 187.5K | $68.90M | 9.9% | +5.1K | Added |
| 3 | Angel Oak Funds Trust | 2.97M | $61.72M | 8.8% | +2.97M | New |
| 4 | Principal Exchange Traded Fd | 2.73M | $51.38M | 7.4% | +48.2K | Added |
| 5 | Vanguard Index Fds | 131.1K | $37.65M | 5.4% | −575 | Reduced |
| 6 | Angel Oak Funds Trust | 313.9K | $16.02M | 2.3% | +88.8K | Added |
| 7 | Genius Sports Limited | 3.58M | $15.88M | 2.3% | +676.0K | Added |
| 8 | Thornburg ETF Tr | 488.2K | $15.72M | 2.2% | +488.2K | New |
| 9 | Apple Inc | 57.7K | $14.65M | 2.1% | −6.7K | Reduced |
| 10 | Ishares Tr | 104.3K | $14.43M | 2.1% | −371 | Reduced |
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