IA
IF Advisors Portfolio holdings
AUM
$141M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$141M
AUM Growth
+$18.4M
(+15%)
Holding
54
Top Buys
| 1 | +$3.93M | |
| 2 | +$2.38M | |
| 3 | +$1.77M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.39M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.22M |
Top Sells
| 1 | +$1.3M | |
| 2 | +$685K | |
| 3 | +$656K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$438K |
| 5 |
Amazon
AMZN
|
+$293K |
Sector Composition
| 1 | Financials | 4.09% |
| 2 | Energy | 1.37% |
| 3 | Consumer Discretionary | 0.74% |
| 4 | Technology | 0.31% |
| 5 | Communication Services | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P 500 ETF
IVV
$838B
| $231K | 0.16% |
353
|
|
||
|
OKLO
52
Oklo
OKLO
$12B
| $220K | 0.16% |
4,443
-1,050
|
|
||
53
Commercial Metals
CMC
$8.18B
| $217K | 0.15% |
3,536
-2,619
|
|
||
|
54
Amazon
AMZN
$2.85T
| – | – |
-1,268
|
|