IA
IFS Advisors Portfolio holdings
AUM
$132M
This Quarter Return
-1.72%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$37.6M
AUM Growth
+$37.6M
(-65%)
Cap. Flow
-$59.2M
Cap. Flow
% of AUM
-157.44%
Top 10 Holdings %
Top 10 Hldgs %
95.81%
Holding
137
New
6
Increased
11
Reduced
11
Closed
9
Top Buys
Top Sells
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$17.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.7M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$12.7M |
| 4 |
Vanguard Value ETF
VTV
|
$6.98M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$5.25M |
Sector Composition
| 1 | Technology | 0.85% |
| 2 | Financials | 0.47% |
| 3 | Utilities | 0.47% |
| 4 | Healthcare | 0.41% |
| 5 | Consumer Discretionary | 0.29% |
