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
$156M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$8.93M
3 +$3.91M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.19M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$707K

Sector Composition

1 Consumer Discretionary 0.24%
2 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$222K 0.14%
565
-146
27
$19K 0.01%
950
28
-24,354
29
-3,960
30
-11,768