IA

IFS Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 9.9%
This Quarter Est. Return
1 Year Est. Return
+9.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$12.3M
3 +$6.11M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.1M
5
BND icon
Vanguard Total Bond Market
BND
+$682K

Top Sells

1 +$12.2M
2 +$7.42M
3 +$380K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$83.9K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$31.1K

Sector Composition

1 Consumer Discretionary 0.22%
2 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$224K 0.15%
4,863
27
$223K 0.15%
631
28
$21K 0.01%
+950
29
-2,931