IFC Advisors LLC
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$698.9M
Holdings
158
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
16.4%
02
$MGK
VANGUARD WORLD FD
Q2 2025: Increased +3.4% (210.4k → 217.4k shares)
9.9%
03
$CARY
ANGEL OAK FUNDS TRUST
Held since at least Q1 2024
8.8%
04
$PREF
PRINCIPAL EXCHANGE TRADED FD
Q2 2025: Increased +1.5% (2.78M → 2.82M shares)
7.4%
05
$VO
VANGUARD INDEX FDS
Q2 2025: Increased +3.0% (136.5k → 140.7k shares)
5.4%
06
$UYLD
ANGEL OAK FUNDS TRUST
Q2 2025: Sold 1.9% (149.0k → 146.2k shares)
2.3%
07
$GENI
GENIUS SPORTS LIMITED
Q2 2025: Increased +5.0% (2.74M → 2.87M shares)
2.3%
08
$TXUE
THORNBURG ETF TR
Held since at least Q1 2024
2.2%
09
$AAPL
APPLE INC
Q2 2025: Sold 3.6% (61.0k → 58.8k shares)
2.1%
10
$ACWI
ISHARES TR
Q4 2024: New position (104.8k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:22 UTC.