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
$24.5M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$10.2K
3
+$4.99K
4
GEHC icon
GE HealthCare
GEHC
+$984
5
CSCO icon
Cisco
CSCO
+$52

Top Sells

1
+$18M
2
+$14.6M
3
+$1.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$758K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$80.8K

Sector Composition

1 Technology 1.89%
2 Financials 1.19%
3 Utilities 0.62%
4 Healthcare 0.58%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.2K 0.12%
148
-149
27
$25.8K 0.11%
197
-17
28
$25.2K 0.1%
2,000
29
$22.8K 0.09%
675
30
$22.7K 0.09%
107
31
$21.7K 0.09%
780
32
$20.7K 0.08%
650
33
$18.9K 0.08%
65
34
$17.3K 0.07%
50
35
$17K 0.07%
416
36
$16.9K 0.07%
110
37
$16.6K 0.07%
189
38
$16.5K 0.07%
856
+1
39
$15.9K 0.07%
33
40
$15.5K 0.06%
141
41
$14.6K 0.06%
876
42
$14.5K 0.06%
420
43
$14.5K 0.06%
154
44
$12.5K 0.05%
321
+1
45
$11.9K 0.05%
950
46
$11.2K 0.05%
72
-8
47
$10.7K 0.04%
590
48
$10.3K 0.04%
177
49
$10.2K 0.04%
102
50
$10.2K 0.04%
+128
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