IA
IFS Advisors Portfolio holdings
AUM
$132M
1-Year Return
10.07%
This Quarter Return
-3.34%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$54.5M
AUM Growth
+$16.9M
(+45%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
32.43%
Top 10 Holdings %
Top 10 Hldgs %
96.89%
Holding
136
New
9
Increased
8
Reduced
4
Closed
8
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.5M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$6.16M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$84K |
| 4 |
Apple
AAPL
|
$77.2K |
| 5 |
Visa
V
|
$72.5K |
Top Sells
Sector Composition
| 1 | Technology | 0.74% |
| 2 | Financials | 0.45% |
| 3 | Utilities | 0.3% |
| 4 | Healthcare | 0.26% |
| 5 | Consumer Discretionary | 0.23% |
