IFS Group LLC Portfolio
Invests via IFS Group LLC | Managed by Joseph Eugene Krichten
Invests via IFS Group LLC
Managed by Joseph Eugene Krichten
Automatically Tracked
Company Profile
Privately held investment and operational holding company focused on middle-market industrials, services and specialty manufacturing with capital allocation across control investments and minority stakes. IFS Group LLC deploys strategic buy-and-build and operational improvement playbooks, emphasizing cash-flow resilience, margin expansion and selective add-on acquisitions. Relevant to credit and private-equity investors evaluating industrial consolidators and family-office sponsors.
Privately held investment and operational holding company focused on middle-market industrials, services and specialty manufacturing with capital allocation across control investments and minority stakes. IFS Group LLC deploys strategic buy-and-build and operational improvement playbooks, emphasizing cash-flow resilience, margin expansion and selective add-on acquisitions. Relevant to credit and private-equity investors evaluating industrial consolidators and family-office sponsors.
Investment Philosophy & Strategy
Privately oriented holding-company approach prioritizes control positions in middle-market industrials, services and specialty manufacturing while selectively taking minority stakes to diversify risk. Capital deployment favors buy-and-build roll-ups and operational value creation—targeting cash-flow resilience, margin expansion and accretive add-ons. Underwriting emphasizes conservative leverage, industry-specialist management, measurable KPI-driven turnarounds and multi-year horizons to harvest compounded cash returns and enterprise multiple expansion.
Privately oriented holding-company approach prioritizes control positions in middle-market industrials, services and specialty manufacturing while selectively taking minority stakes to diversify risk. Capital deployment favors buy-and-build roll-ups and operational value creation—targeting cash-flow resilience, margin expansion and accretive add-ons. Underwriting emphasizes conservative leverage, industry-specialist management, measurable KPI-driven turnarounds and multi-year horizons to harvest compounded cash returns and enterprise multiple expansion.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
10.51%
Gain -0.02%
Monthly
0.89%
Yearly
10.51%
Drawdown
5.76%
$74.03M
Equity
Holdings
$74.03M
Investment
$65.19M
$11.79M
Profit -$32,267.61
Realized
$2.95M
Unrealized
$8.84M
Dividends
$2.28M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$32,267.61
Win %
62%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$245,692.14
Win %
62%
This Month
Compared to last month
Gain
-0.56%
Profit
-$412,621.93
Win %
62%
This Year
Compared to last year
Gain
0.26%
Profit
-$399,363.14
Win %
64%
SMR NuScale Power Corporation
+15.72%
+$30,042.5 
GLW Corning Incorporated
+8.68%
+$71,944.6 
AMD Advanced Micro Devices, Inc.
+6.35%
+$66,703.98 
FCX Freeport-McMoRan Inc.
+5.78%
+$19,635 
TPL Texas Pacific Land Corporation
+4.7%
+$108,917.49 
LRCX Lam Research Corporation
+3.77%
+$5,805.01 
NET Cloudflare Inc.
+3.22%
+$7,722.79 
GEV GE Vernova Inc.
+3.17%
+$17,787.52 
AVGO Broadcom Inc.
+3.09%
+$12,342.86 
CCJ Cameco Corporation
+2.81%
+$12,961.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.54%
+$16,346.02 
MTUM iShares MSCI USA Momentum Factor ETF
+1.79%
+$12,846.52 
IDA Idacorp Inc.
+1.71%
+$3,241 
UNH UnitedHealth Group Incorporated
+1.44%
+$3,894.21 
EXC Exelon Corporation
+1.21%
+$2,453.9 
OXY Occidental Petroleum Corporation
+1.07%
+$5,227.07 
XLE Energy Select Sector SPDR Fund
+0.97%
+$3,026.84 
IRDM Iridium Communications Inc.
+0.9%
+$7,181.71 
CEG Constellation Energy Corporation
+0.88%
+$2,656.31 
FTC First Trust Large Cap Growth Fund
+0.7%
+$20,687.5 
PPL PPL Corporation
+0.6%
+$2,392.32 
XOM Exxon Mobil Corporation
+0.29%
+$3,215.01 
SLV iShares Silver Trust
+0.27%
+$1,030.56 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.26%
+$1,144.72 
NEM Newmont Corporation
+0.16%
+$1,514.34 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$582.99 
GS The Goldman Sachs Group, Inc.
+0.07%
+$1,059.24 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$917.1 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$51.81 
FDV Federated Hermes U.S. Strategic Dividend ETF
0%
$0 
PATH Uipath Inc.
-7.64%
-$51,202.63 
LNG Cheniere Energy Inc.
-5.28%
-$70,123.28 
PYPL PayPal Holdings Inc
-3.01%
-$12,611.1 
SPOT Spotify Technology S.A.
-2.2%
-$9,416.8 
NVDA NVIDIA Corporation
-1.92%
-$44,591.5 
LLY Eli Lilly and Company
-1.85%
-$9,657.37 
HD The Home Depot, Inc.
-1.81%
-$3,997.27 
V Visa Inc. Class A
-1.71%
-$5,851.43 
COWZ Pacer US Cash Cows 100 ETF
-1.68%
-$10,531.75 
PLTR Palantir Technologies Inc.
-1.51%
-$9,200.62 
DE Deere & Company
-1.5%
-$5,846.42 
OKTA Okta Inc.
-1.47%
-$13,177.5 
AFL Aflac Inc.
-1.47%
-$4,697.32 
MSFT Microsoft Corp.
-1.41%
-$26,759.65 
WY Weyerhaeuser Company
-1.41%
-$6,452.87 
FTCS First Trust Capital Strength ETF
-1.32%
-$42,868.44 
PINS Pinterest, Inc. Class A
-1.27%
-$4,806.88 
AAPL Apple Inc.
-1.19%
-$22,155.15 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.96%
-$6,149.88 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.95%
-$4,167.45 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.94%
-$14,463.1 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.89%
-$2,544.96 
JPM JPMorgan Chase & Co.
-0.82%
-$6,769.54 
PG Procter & Gamble Co
-0.82%
-$2,516.67 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.8%
-$1,752.99 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.79%
-$4,656.47 
JQUA JPMorgan U.S. Quality Factor ETF
-0.77%
-$3,847.32 
RDVY First Trust Rising Dividend Achievers ETF
-0.73%
-$28,317.65 
RSP Invesco S&P 500 Equal Weight ETF
-0.72%
-$10,274.74 
BABA Alibaba Group Holding Limited SP ADR
-0.64%
-$3,337.2 
FV First Trust Dorsey Wright Focus 5 ETF
-0.59%
-$3,739.7 
FVD First Trust Value Line Dividend Index Fund
-0.56%
-$22,914.92 
AMZN Amazon.com Inc
-0.48%
-$5,021.13 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.47%
-$1,356.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.46%
-$9,762.76 
SOFI SoFi Technologies, Inc.
-0.44%
-$1,226 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$1,248.87 
BA Boeing Company
-0.27%
-$1,412.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$853.77 
MGK Vanguard Mega Cap Growth ETF
-0.22%
-$477.75 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$1,804.2 
FPE First Trust Preferred Securities and Income ETF
-0.17%
-$836.22 
MBB iShares MBS ETF
-0.15%
-$1,015.7 
GE General Electric Company
-0.13%
-$729.06 
JHPI John Hancock Preferred Income ETF
-0.11%
-$936.25 
FEX First Trust Large Cap Core Fund A
-0.11%
-$508.95 
HYBB iShares BB Rated Corporate Bond ETF
-0.1%
-$244.75 
GOOG Alphabet Inc
-0.09%
-$1,861.45 
CVS CVS Health Corporation
-0.08%
-$720.98 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$1,430.52 
GOOGL Alphabet Inc
-0.07%
-$505.98 
IWF iShares Russell 1000 Growth ETF
-0.06%
-$129.6 
LGOV First Trust Long Duration Opportunities ETF
-0.04%
-$264.24 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.04%
-$327.37 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.03%
-$63.24 
META Meta Platforms Inc Class A
-0.02%
-$91.8 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$168 Events
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Dividends
Dividend Analysis
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| Trades 360 | Longs Won 210/360 58% | Profit Factor 5.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $103,968.23 |
| Average Win $69,964.82 | Best Trade (Aug 06) $819,045.37 | Sharpe Ratio -9.64 |
| Average Loss -$18,592.72 | Worst Trade (Sep 03) -$239,702.6 | Z-Score 0.16 (12.94%) |
| Commissions $0 | Avg. Trade Length 7m 2d | Expectancy $32,756.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,984 | 3,586 | 3,187 | 2,789 | 2,390 | 1,992 | 1,594 | 1,195 | 797 | 398 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,815 | $1.49M | $1.84M | - | $353,110.52 | 23.77% | -1.191% |
| AFL Aflac Inc. | 2,731 | $303,374.76 | $315,403.19 | - | $12,028.43 | 3.96% | -1.467% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,436 | $2.04M | $1.98M | - | -$63,863.14 | -3.12% | -0.072% |
| AMD Advanced Micro Devices, Inc. | 2,200 | $360,821.83 | $1.12M | - | $756,536.17 | 209.67% | +6.349% |
| AMZN Amazon.com Inc | 4,033 | $897,558.15 | $1.04M | - | $139,991.59 | 15.6% | -0.482% |
| AVGO Broadcom Inc. | 1,117 | $371,202.59 | $412,117.15 | - | $40,914.56 | 11.02% | +3.087% |
| BA Boeing Company | 2,435 | $504,478.83 | $515,416.45 | - | $10,937.62 | 2.17% | -0.273% |
| BABA Alibaba Group Holding Limited SP ADR | 4,635 | $741,380.9 | $521,530.2 | - | -$219,850.7 | -29.65% | -0.636% |
| CCJ Cameco Corporation | 4,580 | $382,384 | $474,350.6 | - | $91,966.6 | 24.05% | +2.809% |
| CEG Constellation Energy Corporation | 1,010 | $328,245.02 | $304,605.9 | - | -$23,639.12 | -7.2% | +0.88% |
| COWZ Pacer US Cash Cows 100 ETF | 8,775 | $507,366.88 | $615,125.74 | - | $107,758.86 | 21.24% | -1.683% |
| CVS CVS Health Corporation | 9,613 | $755,734.29 | $929,240.64 | - | $173,506.35 | 22.96% | -0.078% |
| DE Deere & Company | 560 | $252,969 | $382,530.4 | - | $129,561.4 | 51.22% | -1.505% |
| EXC Exelon Corporation | 4,630 | $208,627.99 | $204,507.1 | - | -$4,120.89 | -1.98% | +1.214% |
| FCX Freeport-McMoRan Inc. | 4,675 | $274,796.56 | $359,647.75 | - | $84,851.19 | 30.88% | +5.775% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 39,848 | $1.75M | $2.1M | - | $348,939.14 | 19.94% | -0.463% |
| FDV Federated Hermes U.S. Strategic Dividend ETF | 37,801 | $1.14M | $1.25M | - | $111,419.48 | 9.81% | 0.0 |
| FEX First Trust Large Cap Core Fund A | 3,393 | $397,161.13 | $468,183.1 | - | $71,021.97 | 17.88% | -0.109% |
| FGD First Trust Dow Jones Global Select Dividend Index Fund | 7,953 | $229,291.48 | $283,922.1 | - | $54,630.62 | 23.83% | -0.888% |
| FIXD First Trust TCW Opportunistic Fixed Income Fund | 21,825 | $964,965.27 | $932,254.87 | - | -$32,710.4 | -3.39% | -0.035% |
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FAQ
Which stocks have generated the highest profits for IFS Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $777,230.24, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $592,236.01, Citizens & Northern Corporation - $267,208.6, Pacer Global Cash Cows Dividend ETF - $237,588.35, and Vanguard Russell 1000 Growth Fund - $176,504.6. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Oracle Corporation - $145,126.7, Microsoft Corp - $138,829.94, iShares Core S&P U.S. Growth ETF - $115,260.22, Palantir Technologies Inc - $96,543.09, and Meta Platforms Inc Class A - $88,175.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does IFS Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.28M earned over time. The largest contributors to dividend income include Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $213,099.67, Simplify Aggregate Bond ETF - $151,256.28, PGIM Ultra Short Bond ETF - $127,146.31, iShares Core U.S. Aggregate Bond ETF - $97,822.57, and iShares Core MSCI EAFE ETF - $91,133.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are IFS Group LLC's monthly returns?
IFS Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can IFS Group LLC's strategy be considered aggressive or moderate?
IFS Group LLC's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow IFS Group LLC's strategy?
IFS Group LLC's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
