IA
IFS Advisors Portfolio holdings
AUM
$132M
This Quarter Return
+5.18%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-8.8%)
Cap. Flow
-$21.6M
Cap. Flow
% of AUM
-15.17%
Top 10 Holdings %
Top 10 Hldgs %
83.67%
Holding
144
New
113
Increased
–
Reduced
24
Closed
–
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.84M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$2.31M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.27M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$2.21M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.01M |
Sector Composition
| 1 | Technology | 0.3% |
| 2 | Consumer Discretionary | 0.3% |
| 3 | Financials | 0.14% |
| 4 | Utilities | 0.12% |
| 5 | Healthcare | 0.12% |
