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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19.9M
3
+$11.3M
4
BND icon
Vanguard Total Bond Market
BND
+$10.5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.92M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.47%
2 Technology 0.38%
3 Healthcare 0.2%
4 Financials 0.2%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36K 0.03%
+286
52
$36K 0.03%
+1,639
53
$35K 0.03%
+1,530
54
$34K 0.03%
+188
55
$34K 0.03%
+193
56
$34K 0.03%
+1,347
57
$33K 0.03%
+916
58
$32K 0.02%
+1,503
59
$30K 0.02%
+251
60
$29K 0.02%
+485
61
$29K 0.02%
+111
62
$29K 0.02%
+257
63
$28K 0.02%
+444
64
$27K 0.02%
+189
65
$26K 0.02%
+213
66
$26K 0.02%
+519
67
$24K 0.02%
+1,124
68
$24K 0.02%
+110
69
$22K 0.02%
+675
70
$21K 0.02%
+387
71
$21K 0.02%
+2,445
72
$21K 0.02%
+450
73
$19K 0.01%
+87
74
$18K 0.01%
+318
75
$18K 0.01%
+812
1 2
3
4 5