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
$126M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$198K
3
+$76.6K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$71K
5
DE icon
Deere & Co
DE
+$60.5K

Top Sells

1
+$159K
2
+$102K
3
+$19.5K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.28K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$5.21K

Sector Composition

1 Technology 0.72%
2 Financials 0.43%
3 Industrials 0.17%
4 Consumer Discretionary 0.14%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.1K 0.05%
4,700
27
$62.4K 0.05%
956
28
$61.3K 0.05%
107
29
$58.6K 0.05%
571
30
$58.4K 0.05%
66
31
$51K 0.04%
1,000
32
$49.9K 0.04%
600
33
$43.6K 0.03%
197
34
$39.5K 0.03%
200
35
$32K 0.03%
1,137
+87
36
$30.5K 0.02%
43
37
$28.3K 0.02%
65
38
$25.9K 0.02%
4,442
+4,216
39
$25.5K 0.02%
63
40
$24K 0.02%
650
41
$23.7K 0.02%
675
42
$21.6K 0.02%
158
43
$21.1K 0.02%
2,000
44
$19.7K 0.02%
33
45
$18.9K 0.02%
861
+1
46
$16.8K 0.01%
19
47
$16.6K 0.01%
500
48
$16.5K 0.01%
141
49
$16.2K 0.01%
69
50
$15K 0.01%
299
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