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
$84.2M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.08M
3
+$3.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.38M

Top Sells

1
+$28.7K
2
+$10.9K
3
+$5.41K
4
GE icon
GE Aerospace
GE
+$4.2K
5
VMW
VMware, Inc
VMW
+$1.66K

Sector Composition

1 Technology 0.81%
2 Financials 0.5%
3 Consumer Discretionary 0.2%
4 Industrials 0.18%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.6K 0.06%
617
27
$46.4K 0.06%
571
28
$42.4K 0.05%
106
29
$38.1K 0.05%
770
-10
30
$37.9K 0.05%
107
31
$34.6K 0.04%
66
32
$32.2K 0.04%
197
33
$27.2K 0.03%
1,071
+48
34
$24.7K 0.03%
65
35
$24.4K 0.03%
2,000
36
$24.3K 0.03%
50
37
$22.4K 0.03%
650
38
$21.8K 0.03%
63
39
$21.3K 0.03%
675
40
$17.7K 0.02%
33
41
$17.3K 0.02%
189
42
$14.6K 0.02%
154
43
$14.4K 0.02%
858
+1
44
$14.1K 0.02%
141
45
$13.9K 0.02%
500
46
$13.7K 0.02%
54
47
$13.3K 0.02%
420
48
$12.7K 0.02%
876
49
$12.6K 0.02%
175
50
$12.2K 0.01%
323
+1
1
2
3 4 5