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
$115M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.9M
3
+$64.4K
4
ABBV icon
AbbVie
ABBV
+$36.4K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.7K

Top Sells

1
+$299K
2
+$46.3K
3
+$38.1K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$35.2K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$13.4K

Sector Composition

1 Technology 0.62%
2 Financials 0.41%
3 Healthcare 0.16%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$52K 0.05%
107
27
$51.4K 0.04%
956
28
$51.1K 0.04%
1,000
29
$49.2K 0.04%
571
30
$49.1K 0.04%
600
-17
31
$43.5K 0.04%
106
32
$38.2K 0.03%
66
33
$37.6K 0.03%
197
34
$36.4K 0.03%
+200
35
$30.4K 0.03%
50
36
$28K 0.02%
1,041
-30
37
$27.6K 0.02%
65
38
$26.6K 0.02%
2,000
39
$24.2K 0.02%
63
40
$23.1K 0.02%
650
41
$21.1K 0.02%
675
42
$16.8K 0.01%
189
43
$16.7K 0.01%
33
44
$16.4K 0.01%
141
45
$15.8K 0.01%
154
46
$15.6K 0.01%
54
47
$15.1K 0.01%
420
48
$15.1K 0.01%
859
+1
49
$14.8K 0.01%
500
50
$13.6K 0.01%
323
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