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:
9.68%
Gain +0.25%
Monthly
0.72%
Yearly
9.01%
Drawdown
5.74%
$73.03M
Equity
Holdings
$73.03M
Investment
$65.19M
$10.9M
Profit +$292,404.54
Realized
$3.06M
Unrealized
$7.83M
Dividends
$2.45M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$292,404.54
Win %
61%
This Week
Compared To Last Week
Gain
0.4%
Profit
$292,404.54
Win %
61%
This Month
Compared to last month
Gain
1.19%
Profit
$861,881.77
Win %
61%
This Year
Compared to last year
Gain
-0.97%
Profit
-$1.32M
Win %
64%
GEV GE Vernova Inc.
+4.51%
+$21,860.3 
LRCX Lam Research Corp.
+4.09%
+$4,704.99 
OKTA Okta Inc. Class A Common Stock
+3.24%
+$36,225 
GLW Corning Incorporated
+2.66%
+$17,664.01 
AVGO Broadcom Inc.
+2.64%
+$9,494.5 
AMD Advanced Micro Devices Inc.
+2.54%
+$28,930 
NVDA NVIDIA Corporation
+2.11%
+$44,944.9 
GS The Goldman Sachs Group, Inc.
+1.98%
+$25,145.83 
MTUM iShares MSCI USA Momentum Factor ETF
+1.84%
+$12,552.13 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+1.58%
+$6,631 
FTC First Trust Large Cap Growth AlphaDEX Fund
+1.22%
+$34,443.86 
IWF iShares Russell 1000 Growth ETF
+1.18%
+$2,427.84 
QQQ Invesco QQQ Trust, Series 1
+1.16%
+$4,345.99 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.12%
+$3,480.78 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+1.11%
+$2,645.54 
MGK Vanguard Mega Cap Growth ETF
+1.01%
+$2,208.18 
MSFT Microsoft Corporation Common Stock
+0.99%
+$19,609.81 
GE General Electric Company
+0.94%
+$4,525.18 
IJH iShares Core S&P Mid-Cap ETF
+0.91%
+$7,878.34 
IRDM Iridium Communications Inc.
+0.9%
+$6,775.2 
BABA Alibaba Group Holding Ltd. ADR
+0.9%
+$4,148.32 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
+0.88%
+$12,953.25 
JPM JPMorgan Chase & Co.
+0.81%
+$6,174.9 
CCJ Cameco Corporation
+0.8%
+$2,862.5 
LNG Cheniere Energy Inc.
+0.77%
+$10,464.95 
FV First Trust Dorsey Wright Focus 5 ETF
+0.75%
+$4,792.83 
SMR NuScale Power Corporation Class A Common Stock
+0.74%
+$788 
NEM Newmont Corporation
+0.72%
+$5,624.58 
NET Cloudflare, Inc. Class A Common Stock
+0.71%
+$2,003.79 
SPY State Street SPDR S&P 500 ETF Trust
+0.68%
+$2,678.02 
AFL Aflac Incorporated
+0.66%
+$2,171.14 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.64%
+$3,644.19 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.6%
+$4,170.95 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.56%
+$1,572.84 
FEX First Trust Large Cap Core AlphaDEX Fund
+0.53%
+$2,473.5 
LLY Eli Lilly and Company
+0.5%
+$2,898.33 
JQUA JPMorgan U.S. Quality Factor ETF
+0.49%
+$2,509.12 
RDVY First Trust Rising Dividend Achievers ETF
+0.48%
+$17,934.48 
PPL PPL Corporation
+0.47%
+$1,879.68 
SLV iShares Silver Trust
+0.34%
+$1,062.77 
RSP Invesco S&P 500 Equal Weight ETF
+0.32%
+$4,552.1 
CEG Constellation Energy Corporation
+0.29%
+$737.3 
MBB iShares MBS ETF
+0.27%
+$1,813.75 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.27%
+$581.3 
FPE First Trust Preferred Securities and Income ETF
+0.27%
+$1,293.12 
AMZN Amazon.com Inc
+0.23%
+$2,318.97 
XOM ExxonMobil Holdings Corporation
+0.21%
+$2,696.46 
HYBB iShares BB Rated Corporate Bond ETF
+0.21%
+$517.85 
FIXD First Trust Smith Opportunistic Fixed Income ETF
+0.2%
+$1,855.12 
IDA IDACORP Inc.
+0.18%
+$364 
FVD First Trust Value Line Dividend Index Fund
+0.17%
+$6,956.31 
FTCS First Trust Capital Strength ETF
+0.17%
+$5,563.08 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$2,554.5 
VOD Vodafone Group plc Sponsored ADR
+0.1%
+$570.21 
JHPI John Hancock Preferred Income ETF
+0.07%
+$561.75 
BA The Boeing Company
+0.05%
+$243.48 
XLE State Street Energy Select Sector SPDR ETF
+0.05%
+$170.87 
EXC Exelon Corp.
+0.04%
+$92.6 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$917.1 
FTSM First Trust Enhanced Short Maturity ETF
+0.03%
+$51.81 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.01%
+$39.77 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
PINS Pinterest Inc.
-5.98%
-$24,681.48 
PYPL PayPal Holdings, Inc.
-3.58%
-$15,544.8 
SPOT Spotify Technology S.A.
-2.65%
-$12,205.48 
UNH UnitedHealth Group Inc.
-1.65%
-$4,709.21 
DE Deere & Company
-1.5%
-$5,443.21 
V Visa Inc. Class A
-1.19%
-$4,437.75 
CVS CVS Health Corporation Common Stock
-1.14%
-$10,237.84 
AAPL Apple Inc.
-0.86%
-$17,328.7 
PG The Procter & Gamble Company
-0.72%
-$2,442.96 
SOFI SoFi Technologies, Inc.
-0.62%
-$1,379.25 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.51%
-$10,758.96 
HD The Home Depot, Inc.
-0.42%
-$921.92 
GOOG Alphabet Inc
-0.34%
-$6,819.22 
WY Weyerhaeuser Co.
-0.28%
-$1,092.03 
FDV Federated Hermes U.S. Strategic Dividend ETF
-0.23%
-$2,948.48 
TPL Texas Pacific Land Corporation
-0.21%
-$4,600.86 
GOOGL Alphabet Inc
-0.21%
-$1,485 
META Meta Platforms Inc Class A
-0.2%
-$791.25 
OXY Occidental Petroleum Corp.
-0.19%
-$972.48 
FCX Freeport-McMoRan Inc.
-0.14%
-$420.75 
PATH UiPath, Inc. Class A Common Stock
-0.11%
-$662.16 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.06%
-$358.43 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.03%
-$128.62 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$210 
COWZ Pacer US Cash Cows 100 ETF
-0.01%
-$43.87 Events
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Dividends
Dividend Analysis
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| Trades 360 | Longs Won 207/360 57% | Profit Factor 4.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $104,733.75 |
| Average Win $67,824.91 | Best Trade (Oct 14) $898,744.17 | Sharpe Ratio -89.11 |
| Average Loss -$20,552.31 | Worst Trade (Oct 26) -$276,343.4 | Z-Score -1.67 (91.5%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $30,264.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,559 | 3,203 | 2,847 | 2,491 | 2,135 | 1,779 | 1,423 | 1,068 | 712 | 356 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,815 | $1.49M | $2M | - | $519,332.29 | 34.96% | -0.857% |
| AFL Aflac Incorporated | 2,731 | $303,374.76 | $331,283.95 | - | $27,909.19 | 9.2% | +0.66% |
| AGG iShares Core U.S. Aggregate Bond ETF | 20,436 | $2.04M | $1.96M | - | -$81,131.56 | -3.97% | +0.13% |
| AMD Advanced Micro Devices Inc. | 2,200 | $360,821.83 | $1.17M | - | $805,046.17 | 223.11% | +2.545% |
| AMZN Amazon.com Inc | 4,033 | $897,558.15 | $1M | - | $104,944.82 | 11.69% | +0.232% |
| AVGO Broadcom Inc. | 1,117 | $371,202.59 | $368,811.06 | - | -$2,391.53 | -0.64% | +2.642% |
| BA The Boeing Company | 2,435 | $504,478.83 | $458,875.75 | - | -$45,603.08 | -9.04% | +0.053% |
| BABA Alibaba Group Holding Ltd. ADR | 4,635 | $741,380.9 | $465,979.72 | - | -$275,401.18 | -37.15% | +0.898% |
| CCJ Cameco Corporation | 4,580 | $382,384 | $362,850.5 | - | -$19,533.5 | -5.11% | +0.795% |
| CEG Constellation Energy Corporation | 1,010 | $328,245.02 | $256,721.8 | - | -$71,523.22 | -21.79% | +0.288% |
| COWZ Pacer US Cash Cows 100 ETF | 8,775 | $507,366.88 | $623,683.12 | - | $116,316.24 | 22.93% | -0.007% |
| CVS CVS Health Corporation Common Stock | 9,613 | $755,734.29 | $888,289.26 | - | $132,554.97 | 17.54% | -1.139% |
| DE Deere & Company | 560 | $252,969 | $356,400.8 | - | $103,431.8 | 40.89% | -1.504% |
| EXC Exelon Corp. | 4,630 | $208,627.99 | $205,803.5 | - | -$2,824.49 | -1.35% | +0.045% |
| FCX Freeport-McMoRan Inc. | 4,675 | $274,796.56 | $304,295.75 | - | $29,499.19 | 10.73% | -0.138% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 39,848 | $1.75M | $2.1M | - | $349,138.38 | 19.95% | -0.51% |
| FDV Federated Hermes U.S. Strategic Dividend ETF | 37,801 | $1.14M | $1.29M | - | $150,430.11 | 13.25% | -0.229% |
| FEX First Trust Large Cap Core AlphaDEX Fund | 3,393 | $397,161.13 | $466,859.83 | - | $69,698.7 | 17.55% | +0.533% |
| FGD First Trust Dow Jones Global Select Dividend Index Fund | 7,953 | $229,291.48 | $267,340.09 | - | $38,048.61 | 16.59% | +0.015% |
| FIXD First Trust Smith Opportunistic Fixed Income ETF | 21,825 | $964,965.27 | $912,830.62 | - | -$52,134.65 | -5.4% | +0.204% |
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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: ExxonMobil Holdings Corporation - $777,230.24, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $593,398.06, Citizens & Northern Corporation - $267,208.6, Pacer Global Cash Cows Dividend ETF - $237,588.35, and Vanguard Russell 1000 Growth ETF - $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 Corporation Common Stock - $138,829.94, iShares Core S&P U.S. Growth ETF - $115,260.22, Palantir Technologies Inc. Class A Common Stock - $96,543.09, and Meta Platforms Inc Class A - $87,843.65. 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 $2.45M earned over time. The largest contributors to dividend income include Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $214,261.72, Simplify Aggregate Bond ETF - $151,256.28, PGIM Ultra Short Bond ETF - $137,567.01, iShares Core U.S. Aggregate Bond ETF - $97,823.8, and First Trust Value Line Dividend Index Fund - $97,680.8. 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.
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