IA

IFS Advisors Portfolio holdings

AUM $194M
1-Year Est. Return 13.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.35M
3
+$2.18M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$2.17M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.01M

Top Sells

1
+$13.6M
2
+$11.3M
3
+$2.01M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$552K
5
BND icon
Vanguard Total Bond Market
BND
+$460K

Sector Composition

1 Consumer Discretionary 0.25%
2 Consumer Staples 0%
3 Energy 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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