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
$57.9M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$742K
3
+$63.4K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$56.8K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$29.7K

Top Sells

1
+$159K
2
+$116K
3
+$40.2K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$33K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$20.9K

Sector Composition

1 Technology 0.74%
2 Financials 0.49%
3 Utilities 0.29%
4 Healthcare 0.29%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4K 0.02%
420
52
$11.4K 0.02%
780
+660
53
$10.4K 0.02%
227
54
$10.2K 0.02%
155
55
$10.1K 0.02%
159
56
$9.5K 0.02%
375
57
$9.46K 0.02%
950
58
$9.2K 0.02%
1,921
+140
59
$9K 0.02%
590
60
$8.97K 0.02%
500
61
$8.86K 0.02%
102
62
$8.79K 0.02%
60
63
$8.41K 0.01%
288
64
$7.55K 0.01%
200
65
$6.71K 0.01%
534
66
$6.65K 0.01%
213
67
$6.46K 0.01%
192
68
$6.36K 0.01%
100
69
$6.24K 0.01%
47
70
$5.89K 0.01%
135
71
$5.12K 0.01%
+162
72
$5.08K 0.01%
100
73
$4.92K 0.01%
120
74
$4.86K 0.01%
146
75
$4.51K 0.01%
70
1 2
3
4 5